ACG Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-261
| Closed | -$36K | – | 729 |
|
|
2022
Q2 | $36K | Buy |
+261
| New | +$36K | 0.01% | 487 |
|
|
2019
Q1 | – | Sell |
-3,868
| Closed | -$388K | – | 347 |
|
|
2018
Q4 | $388K | Buy |
+3,868
| New | +$388K | 0.06% | 207 |
|
|
2018
Q2 | – | Sell |
-2,372
| Closed | -$251K | – | 310 |
|
|
2018
Q1 | $251K | Buy |
2,372
+289
| +14% | +$30.6K | 0.04% | 253 |
|
|
2017
Q4 | $215K | Buy |
+2,083
| New | +$215K | 0.03% | 295 |
|