Bickling Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $539K | Sell |
3,695
-1,026
| -22% | -$150K | 0.34% | 55 |
|
|
2022
Q3 | $620K | Sell |
4,721
-56
| -1% | -$7.35K | 0.42% | 53 |
|
|
2022
Q2 | $651K | Sell |
4,777
-83
| -2% | -$11.3K | 0.41% | 53 |
|
|
2022
Q1 | $818K | Buy |
4,860
+8
| +0.2% | +$1.35K | 0.42% | 48 |
|
|
2021
Q4 | $882K | Sell |
4,852
-813
| -14% | -$148K | 0.43% | 44 |
|
|
2021
Q3 | $995K | Buy |
5,665
+8
| +0.1% | +$1.41K | 0.5% | 37 |
|
|
2021
Q2 | $981K | Buy |
5,657
+3
| +0.1% | +$520 | 0.44% | 41 |
|
|
2021
Q1 | $910K | Sell |
5,654
-520
| -8% | -$83.7K | 0.46% | 41 |
|
|
2020
Q4 | $995K | Buy |
+6,174
| New | +$995K | 0.61% | 38 |
|