Allie Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,433
| Closed | -$355K | – | 80 |
|
|
2022
Q4 | $355K | Hold |
2,433
| – | – | 0.29% | 51 |
|
|
2022
Q3 | $319K | Hold |
2,433
| – | – | 0.27% | 51 |
|
|
2022
Q2 | $332K | Hold |
2,433
| – | – | 0.27% | 51 |
|
|
2022
Q1 | $409K | Hold |
2,433
| – | – | 0.31% | 46 |
|
|
2021
Q4 | $442K | Buy |
+2,433
| New | +$442K | 0.35% | 51 |
|