20/20 Capital Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $6.01M | Sell |
34,668
-1,323
| -4% | -$229K | 1.56% | 18 |
|
|
2021
Q1 | $5.79M | Sell |
35,991
-4,236
| -11% | -$681K | 1.68% | 16 |
|
|
2020
Q4 | $6.89M | Sell |
40,227
-56,057
| -58% | -$9.6M | 2.02% | 13 |
|
|
2020
Q3 | $14.2M | Sell |
96,284
-4,437
| -4% | -$654K | 5.34% | 3 |
|
|
2020
Q2 | $14.3M | Sell |
100,721
-48,373
| -32% | -$6.87M | 5.52% | 3 |
|
|
2020
Q1 | $17.9M | Buy |
149,094
+4,492
| +3% | +$540K | 8.05% | 1 |
|
|
2019
Q4 | $19.3M | Buy |
+144,602
| New | +$19.3M | 7.79% | 1 |
|