Winslow Evans & Crocker’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $795K | Buy |
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|
2020
Q3 | $589K | Sell |
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|
2020
Q2 | $669K | Sell |
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|
2020
Q1 | $570K | Sell |
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|
2019
Q4 | $740K | Sell |
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|
2019
Q3 | $890K | Buy |
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|
2019
Q2 | $398K | Sell |
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|
2019
Q1 | $400K | Buy |
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|
2018
Q4 | $302K | Buy |
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|
2018
Q3 | $326K | Hold |
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|
2018
Q2 | $304K | Hold |
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|
2018
Q1 | $288K | Hold |
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|
2017
Q4 | $294K | Hold |
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|
2017
Q3 | $280K | Sell |
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|
2017
Q2 | $433K | Buy |
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|
2017
Q1 | $137K | Buy |
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|
2016
Q4 | $90.6K | Hold |
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|
2016
Q3 | $88.6K | Sell |
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|
2016
Q2 | $116K | Buy |
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|
2016
Q1 | $97.1K | Sell |
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|
2015
Q4 | $107K | Hold |
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|
2015
Q3 | $103K | Buy |
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|
2015
Q2 | $100K | Buy |
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