CFA
MOM

Carroll Financial Associates’s AGFiQ U.S. Market Neutral Momentum Fund MOM Stock Holding History

Carroll Financial Associates’s Portfolio MOM Stock Details MOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
2020
Q4 		$2K Sell
2020
Q3 		$347K Buy
2020
Q2 		$128K Sell
2020
Q1 		$217K Buy