BDO Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $23.1K | Hold |
160
| – | – | ﹤0.01% | 557 |
|
|
2023
Q1 | $22.2K | Hold |
160
| – | – | ﹤0.01% | 570 |
|
|
2022
Q4 | $23.3K | Sell |
160
-36
| -18% | -$5.25K | ﹤0.01% | 548 |
|
|
2022
Q3 | $26K | Buy |
+196
| New | +$26K | ﹤0.01% | 520 |
|
|
2022
Q1 | – | Sell |
-194
| Closed | -$35K | – | 1106 |
|
|
2021
Q4 | $35K | Hold |
194
| – | – | ﹤0.01% | 514 |
|
|
2021
Q3 | $34K | Buy |
+194
| New | +$34K | ﹤0.01% | 508 |
|
|
2021
Q1 | – | Sell |
-45
| Closed | -$7K | – | 1225 |
|
|
2020
Q4 | $7K | Hold |
45
| – | – | ﹤0.01% | 594 |
|
|
2020
Q3 | $7K | Buy |
+45
| New | +$7K | ﹤0.01% | 527 |
|