Centerpoint Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$1K | – | 462 |
|
|
2024
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 416 |
|
|
2023
Q4 | $0 | Sell |
3
-11
| -79% | – | ﹤0.01% | 541 |
|
|
2023
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 447 |
|
|
2023
Q2 | $2K | Buy |
14
+3
| +27% | +$429 | ﹤0.01% | 452 |
|
|
2023
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 445 |
|
|
2022
Q4 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 407 |
|