A detailed history of Coastal Investment Advisors, Inc. transactions in Vaneck ETF Tr Mtg Reit Income stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 5,106 shares of MORT stock, worth $56,982. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,106
Previous 1,167 337.53%
Holding current value
$56,982
Previous $13,000 369.23%
% of portfolio
0.03%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$10.79 - $12.29 $42,501 - $48,410
3,939 Added 337.53%
5,106 $61,000
Q2 2024

Jul 15, 2024

SELL
$10.38 - $11.53 $643 - $714
-62 Reduced 5.04%
1,167 $13,000
Q1 2024

Apr 19, 2024

BUY
$10.64 - $11.87 $13,076 - $14,588
1,229 New
1,229 $14,000
Q2 2023

Aug 09, 2023

BUY
$10.18 - $12.01 $7,299 - $8,611
717 New
717 $8,000
Q4 2022

Feb 10, 2023

BUY
$10.18 - $13.09 $81 - $104
8 Added 1.13%
713 $8,000
Q3 2022

Oct 27, 2022

BUY
$11.05 - $15.7 $7,790 - $11,068
705 New
705 $8,000

Others Institutions Holding MORT

About VANECK ETF TR MTG REIT INCOME


  • Ticker MORT
  • Sector ETFs
  • Industry ETFs
More about MORT
Track This Portfolio

Track Coastal Investment Advisors, Inc. Portfolio

Follow Coastal Investment Advisors, 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 Coastal Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Coastal Investment Advisors, Inc. with notifications on news.