BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-407
| Closed | -$43K | – | 1044 |
|
|
2020
Q1 | $43K | Buy |
+407
| New | +$43K | 0.01% | 337 |
|
|
2019
Q3 | – | Sell |
-400
| Closed | -$47K | – | 739 |
|
|
2019
Q2 | $47K | Hold |
400
| – | – | 0.01% | 335 |
|
|
2019
Q1 | $45K | Hold |
400
| – | – | 0.01% | 354 |
|
|
2018
Q4 | $40K | Buy |
400
+100
| +33% | +$10K | 0.01% | 324 |
|
|
2018
Q3 | $36K | Hold |
300
| – | – | 0.01% | 355 |
|
|
2018
Q2 | $33K | Buy |
+300
| New | +$33K | 0.01% | 367 |
|