American Economic Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $2.83M | Buy |
23,616
+739
| +3% | +$88.5K | 0.77% | 15 |
|
|
2019
Q2 | $2.71M | Buy |
22,877
+266
| +1% | +$31.5K | 0.82% | 14 |
|
|
2019
Q1 | $2.54M | Buy |
22,611
+2,252
| +11% | +$253K | 0.79% | 13 |
|
|
2018
Q4 | $2.04M | Sell |
20,359
-1,384
| -6% | -$139K | 0.66% | 16 |
|
|
2018
Q3 | $2.59M | Buy |
21,743
+6,842
| +46% | +$814K | 0.92% | 10 |
|
|
2018
Q2 | $1.64M | Buy |
14,901
+224
| +2% | +$24.6K | 0.61% | 14 |
|
|
2018
Q1 | $1.56M | Buy |
+14,677
| New | +$1.56M | 0.57% | 15 |
|