Calton & Associates, Inc. Vaneck Morningstar Wide Moat E Transaction History

Calton & Associates, Inc.

  • $807 Million
  • Q1 2025

A detailed history of Calton & Associates, Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Calton & Associates, Inc. holds 4,997 shares of MOAT stock, worth $428,942. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,997
Previous 2,220 125.09%
Holding current value
$428,942
Previous $190,000 125.26%
% of portfolio
0.05%
Previous 0.09%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
BUY
N/A
2,777 Added 125.09%
4,997 $428,000
Q4 2024

Jan 23, 2025
SELL
N/A
-5,188 Reduced 70.03%
2,220 $190,000
Q3 2024

Oct 21, 2024
BUY
$85.84 - $85.84 $144,812 - $144,812
1,687 Added 29.49%
7,408 $635,000
Q3 2024

Oct 18, 2024
BUY
$85.84 - $85.84 $491,090 - $491,090
5,721 New
5,721 $491,000
Q1 2024

Apr 16, 2024
BUY
$82.58 - $89.9 $187,786 - $204,432
2,274 New
2,274 $204,000
Q3 2023

Nov 01, 2023
BUY
$74.88 - $83.28 $471,669 - $524,580
6,299 New
6,299 $477,000
Q1 2018

Apr 17, 2018
SELL
N/A
-1,570 Closed
0 $0
Q4 2017

Feb 05, 2018
BUY
N/A
1,570
1,570 $71,000

Others Institutions Holding MOAT

# of Institutions
749
Shares Held
102M
Call Options Held
27.5K
Put Options Held
7.2K
View Full List

About VANECK MORNINGSTAR WIDE MOAT E

MOAT Quotes by TradingView
  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
Track This Portfolio

Track Calton & Associates, Inc. Portfolio

Follow Calton & Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Calton & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Calton & Associates, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email