A detailed history of Kelman Lazarov, Inc. transactions in Vaneck ETF Tr Morningstar Esg stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 18,420 shares of MOTE stock, worth $513,365. This represents 0.1% of its overall portfolio holdings.

Number of Shares
18,420
Previous 18,038 2.12%
Holding current value
$513,365
Previous $489,000 1.02%
% of portfolio
0.1%
Previous 0.1%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$0.0 - $26.93 $0 - $10,287
382 Added 2.12%
18,420 $484,000
Q1 2024

May 09, 2024

SELL
$24.88 - $27.13 $9,205 - $10,038
-370 Reduced 2.01%
18,038 $489,000
Q4 2023

Feb 01, 2024

BUY
$21.66 - $25.63 $108 - $128
5 Added 0.03%
18,408 $469,000
Q3 2023

Oct 30, 2023

SELL
$22.82 - $25.18 $21,176 - $23,367
-928 Reduced 4.8%
18,403 $424,000
Q2 2023

Aug 04, 2023

SELL
$22.71 - $24.5 $1,112 - $1,200
-49 Reduced 0.25%
19,331 $473,000
Q1 2023

May 04, 2023

SELL
$0.0 - $24.22 $0 - $290
-12 Reduced 0.06%
19,380 $453,000
Q4 2022

Feb 06, 2023

SELL
$21.14 - $23.28 $10,823 - $11,919
-512 Reduced 2.57%
19,392 $423,000
Q3 2022

Oct 24, 2022

SELL
N/A
-1,619 Reduced 7.52%
19,904 $397,000
Q2 2022

Aug 08, 2022

BUY
N/A
21,523 New
21,523 $461,000

Others Institutions Holding MOTE

About VANECK ETF TR MORNINGSTAR ESG


  • Ticker MOTE
  • Sector ETFs
  • Industry ETFs
More about MOTE
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