WEC
Winslow Evans & Crocker’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $795K | Buy |
12,819
+2,033
| +19% | +$126K | 0.15% | 152 |
|
|
2020
Q3 | $589K | Sell |
10,786
-2,035
| -16% | -$111K | 0.15% | 148 |
|
|
2020
Q2 | $669K | Sell |
12,821
-181
| -1% | -$9.45K | 0.18% | 123 |
|
|
2020
Q1 | $570K | Sell |
13,002
-494
| -4% | -$21.7K | 0.19% | 116 |
|
|
2019
Q4 | $740K | Sell |
13,496
-4,210
| -24% | -$231K | 0.19% | 120 |
|
|
2019
Q3 | $890K | Buy |
17,706
+9,426
| +114% | +$474K | 0.25% | 90 |
|
|
2019
Q2 | $398K | Sell |
8,280
-290
| -3% | -$13.9K | 0.11% | 201 |
|
|
2019
Q1 | $400K | Buy |
8,570
+1,244
| +17% | +$58.1K | 0.11% | 186 |
|
|
2018
Q4 | $302K | Buy |
7,326
+390
| +6% | +$16.1K | 0.1% | 205 |
|
|
2018
Q3 | $326K | Hold |
6,936
| – | – | 0.1% | 198 |
|
|
2018
Q2 | $304K | Hold |
6,936
| – | – | 0.1% | 200 |
|
|
2018
Q1 | $288K | Hold |
6,936
| – | – | 0.09% | 208 |
|
|
2017
Q4 | $294K | Hold |
6,936
| – | – | 0.09% | 207 |
|
|
2017
Q3 | $280K | Sell |
6,936
-4,000
| -37% | -$161K | 0.09% | 210 |
|
|
2017
Q2 | $433K | Buy |
10,936
+7,284
| +199% | +$288K | 0.12% | 191 |
|
|
2017
Q1 | $137K | Buy |
3,652
+1,050
| +40% | +$39.4K | 0.04% | 356 |
|
|
2016
Q4 | $90.6K | Hold |
2,602
| – | – | 0.03% | 423 |
|
|
2016
Q3 | $88.6K | Sell |
2,602
-960
| -27% | -$32.7K | 0.03% | 431 |
|
|
2016
Q2 | $116K | Buy |
3,562
+405
| +13% | +$13.2K | 0.03% | 355 |
|
|
2016
Q1 | $97.1K | Sell |
3,157
-543
| -15% | -$16.7K | 0.03% | 375 |
|
|
2015
Q4 | $107K | Hold |
3,700
| – | – | 0.03% | 386 |
|
|
2015
Q3 | $103K | Buy |
3,700
+436
| +13% | +$12.2K | 0.03% | 383 |
|
|
2015
Q2 | $100K | Buy |
+3,264
| New | +$100K | 0.03% | 422 |
|