APW
Austin Private Wealth’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-33,444
| Closed | -$4.88M | – | 161 |
|
|
2022
Q4 | $4.88M | Buy |
+33,444
| New | +$4.88M | 0.86% | 24 |
|
|
2021
Q3 | – | Sell |
-12,545
| Closed | -$2.18M | – | 131 |
|
|
2021
Q2 | $2.18M | Buy |
12,545
+1,098
| +10% | +$190K | 0.5% | 26 |
|
|
2021
Q1 | $1.84M | Buy |
+11,447
| New | +$1.84M | 0.48% | 31 |
|