CIA
Cascade Investment Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-285
| Closed | -$39.6K | – | 178 |
|
|
2023
Q1 | $39.6K | Buy |
+285
| New | +$39.6K | 0.03% | 151 |
|
|
2022
Q3 | – | Sell |
-285
| Closed | -$38.9K | – | 177 |
|
|
2022
Q2 | $38.9K | Hold |
285
| – | – | 0.03% | 160 |
|
|
2022
Q1 | $48K | Hold |
285
| – | – | 0.03% | 164 |
|
|
2021
Q4 | $51.8K | Buy |
+285
| New | +$51.8K | 0.03% | 162 |
|
|
2021
Q3 | – | Sell |
-857
| Closed | -$149K | – | 265 |
|
|
2021
Q2 | $149K | Hold |
857
| – | – | 0.09% | 120 |
|
|
2021
Q1 | $138K | Sell |
857
-100
| -10% | -$16.1K | 0.09% | 121 |
|
|
2020
Q4 | $154K | Buy |
+957
| New | +$154K | 0.11% | 112 |
|