WA
Win Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-43,782
| Closed | -$4.24M | – | 71 |
|
|
2024
Q3 | $4.24M | Buy |
+43,782
| New | +$4.24M | 1.99% | 17 |
|
|
2024
Q1 | – | Sell |
-68,303
| Closed | -$5.8M | – | 80 |
|
|
2023
Q4 | $5.8M | Buy |
+68,303
| New | +$5.8M | 2.63% | 11 |
|
|
2023
Q3 | – | Sell |
-4,481
| Closed | -$310K | – | 59 |
|
|
2023
Q2 | $310K | Sell |
4,481
-13,383
| -75% | -$926K | 0.41% | 27 |
|
|
2023
Q1 | $1.33M | Buy |
+17,864
| New | +$1.33M | 0.53% | 17 |
|
|
2022
Q4 | – | Sell |
-1
| Closed | – | – | 152 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 150 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 201 |
|
|
2022
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 216 |
|