WKSWA
White Knight Strategic Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Sell |
27,983
-436
| -2% | -$40.9K | 2.23% | 10 |
|
|
2025
Q1 | $2.5M | Sell |
28,419
-29,741
| -51% | -$2.62M | 2.3% | 10 |
|
|
2024
Q4 | $5.39M | Buy |
58,160
+28,314
| +95% | +$2.63M | 2.26% | 10 |
|
|
2024
Q3 | $2.89M | Sell |
29,846
-626
| -2% | -$60.7K | 2.62% | 9 |
|
|
2024
Q2 | $2.64M | Sell |
30,472
-594
| -2% | -$51.4K | 2.63% | 10 |
|
|
2024
Q1 | $2.79M | Sell |
31,066
-698
| -2% | -$62.8K | 2.9% | 9 |
|
|
2023
Q4 | $2.7M | Buy |
31,764
+2,508
| +9% | +$213K | 3.1% | 8 |
|
|
2023
Q3 | $2.22M | Sell |
29,256
-2,725
| -9% | -$207K | 2.93% | 9 |
|
|
2023
Q2 | $2.55M | Sell |
31,981
-168
| -0.5% | -$13.4K | 2.99% | 9 |
|
|
2023
Q1 | $2.37M | Sell |
32,149
-1,878
| -6% | -$139K | 2.98% | 9 |
|
|
2022
Q4 | $2.21M | Sell |
34,027
-1,707
| -5% | -$111K | 3.03% | 7 |
|
|
2022
Q3 | $2.14M | Buy |
35,734
+464
| +1% | +$27.8K | 3.07% | 7 |
|
|
2022
Q2 | $2.25M | Buy |
35,270
+1,273
| +4% | +$81.1K | 3.11% | 8 |
|
|
2022
Q1 | $2.54M | Sell |
33,997
-1,163
| -3% | -$86.9K | 2.75% | 9 |
|
|
2021
Q4 | $2.68M | Buy |
+35,160
| New | +$2.68M | 2.8% | 9 |
|