United Capital Financial Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

United Capital Financial Advisors’s Portfolio MORT Stock Details MORT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell
2022 Q4	$409K	Hold
2022 Q3	$387K	Hold
2022 Q2	$490K	Buy
2017 Q3	–	Sell
2017 Q2	$8.88M	Buy
2015 Q4	–	Sell
2015 Q3	$218K	Buy