Barber Financial Group’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
Q2 | – | Sell |
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|
2022
Q1 | $344K | Sell |
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|
2021
Q4 | $375K | Sell |
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|
2021
Q3 | $1.21M | Sell |
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|
2021
Q2 | $1.24M | Sell |
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|
2021
Q1 | $1.59M | Sell |
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|
2020
Q4 | $2.15M | Sell |
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|
2020
Q3 | $2.9M | Sell |
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|
2020
Q2 | $3.21M | Buy |
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|
2020
Q1 | $1.77M | Sell |
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|
2019
Q4 | $6.33M | Sell |
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|
2019
Q3 | $8.78M | Buy |
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|
2019
Q2 | $6.06M | Buy |
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|
2019
Q1 | $4.19M | Sell |
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|
2018
Q4 | $21.7M | Sell |
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|
2018
Q3 | $26.3M | Buy |
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|
2018
Q2 | $14.3M | Buy |
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|
2018
Q1 | $4.19M | Buy |
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|
2017
Q4 | $2.83M | Buy |
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