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Beacon Pointe Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio MTUM Stock Details MTUM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-6,176
Closed -$737K – 284
2019
Q3 		$737K Hold
6,176
– – 0.16% 122
2019
Q2 		$733K Hold
6,176
– – 0.15% 125
2019
Q1 		$693K Buy
+6,176
New +$693K 0.16% 123