Beacon Capital Management Inc (Ohio)’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
Q1 | – | Sell |
-16
| Closed | -$2.34K | – | 113 |
|
|
2022
Q4 | $2.34K | Buy |
+16
| New | +$2.34K | ﹤0.01% | 71 |
|
|
2021
Q4 | – | Sell |
-3
| Closed | -$1K | – | 79 |
|
|
2021
Q3 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 83 |
|
|
2018
Q3 | – | Sell |
-820
| Closed | -$90K | – | 80 |
|
|
2018
Q2 | $90K | Buy |
+820
| New | +$90K | ﹤0.01% | 38 |
|