Bruderman Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,259
| Closed | -$590K | – | 88 |
|
|
2021
Q4 | $590K | Sell |
3,259
-7,450
| -70% | -$1.35M | 0.45% | 58 |
|
|
2021
Q3 | $1.88M | Buy |
+10,709
| New | +$1.88M | 0.47% | 65 |
|
|
2021
Q2 | – | Sell |
-9,886
| Closed | -$1.59M | – | 104 |
|
|
2021
Q1 | $1.59M | Sell |
9,886
-221
| -2% | -$35.5K | 0.44% | 65 |
|
|
2020
Q4 | $1.63M | Buy |
+10,107
| New | +$1.63M | 0.47% | 63 |
|