United Capital Financial Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-35,016
| Closed | -$409K | – | 1023 |
|
|
2022
Q4 | $409K | Hold |
35,016
| – | – | ﹤0.01% | 798 |
|
|
2022
Q3 | $387K | Hold |
35,016
| – | – | ﹤0.01% | 828 |
|
|
2022
Q2 | $490K | Buy |
+35,016
| New | +$490K | ﹤0.01% | 803 |
|
|
2017
Q3 | – | Sell |
-359,578
| Closed | -$8.88M | – | 1332 |
|
|
2017
Q2 | $8.88M | Buy |
+359,578
| New | +$8.88M | 0.08% | 292 |
|
|
2015
Q4 | – | Sell |
-10,612
| Closed | -$218K | – | 1260 |
|
|
2015
Q3 | $218K | Buy |
+10,612
| New | +$218K | ﹤0.01% | 1139 |
|