American Financial Network Advisory Services’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 | $384K | Sell |
3,222
-2,183
| -40% | -$260K | 0.57% | 45 |
|
2019
Q2 | $638K | Sell |
5,405
-1,658
| -23% | -$196K | 0.5% | 50 |
|
2019
Q1 | $785K | Sell |
7,063
-9,443
| -57% | -$1.05M | 0.58% | 38 |
|
2018
Q4 | $1.65M | Sell |
16,506
-5,065
| -23% | -$508K | 1.17% | 15 |
|
2018
Q3 | $2.57M | Buy |
21,571
+21,421
| +14,281% | +$2.56M | 1.36% | 11 |
|
2018
Q2 | $2.38K | Sell |
150
-7
| -4% | -$111 | 1.29% | 13 |
|
2018
Q1 | $2.21K | Sell |
157
-25,985
| -99% | -$366K | 1.15% | 18 |
|
2017
Q4 | $2.7M | Buy |
26,142
+555
| +2% | +$57.2K | 1.13% | 14 |
|
2017
Q3 | $2.45M | Buy |
+25,587
| New | +$2.45M | 1.05% | 14 |
|