Y-Intercept (HK)’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,635
| Closed | -$958K | – | 1493 |
|
|
2023
Q3 | $958K | Buy |
12,635
+7,275
| +136% | +$552K | 0.09% | 330 |
|
|
2023
Q2 | $428K | Buy |
+5,360
| New | +$428K | 0.05% | 622 |
|
|
2023
Q1 | – | Sell |
-5,488
| Closed | -$356K | – | 1404 |
|
|
2022
Q4 | $356K | Sell |
5,488
-23,083
| -81% | -$1.5M | 0.05% | 574 |
|
|
2022
Q3 | $1.71M | Buy |
+28,571
| New | +$1.71M | 0.17% | 173 |
|
|
2022
Q1 | – | Sell |
-4,254
| Closed | -$324K | – | 863 |
|
|
2021
Q4 | $324K | Buy |
+4,254
| New | +$324K | 0.08% | 374 |
|