Avalon Investment & Advisory’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.55M | Hold |
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|
2022
Q2 | $1.62M | Hold |
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|
2022
Q1 | $1.99M | Hold |
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|
2021
Q4 | $2.15M | Hold |
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|
2021
Q3 | $2.08M | Hold |
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|
2021
Q2 | $2.06M | Hold |
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|
2021
Q1 | $1.91M | Hold |
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|
2020
Q4 | $1.91M | Buy |
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|
2020
Q3 | $1.64M | Buy |
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|
2020
Q2 | $1.38M | Sell |
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|
2020
Q1 | $1.27M | Buy |
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|
2019
Q4 | $691K | Buy |
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|
2019
Q3 | $363K | Buy |
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|
2019
Q2 | $213K | Sell |
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|
2019
Q1 | $285K | Buy |
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