Core Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10
| Closed | -$2K | – | 218 |
|
|
2021
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 178 |
|
|
2021
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 170 |
|
|
2021
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 161 |
|
|
2020
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 164 |
|
|
2020
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 150 |
|
|
2020
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 122 |
|
|
2020
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 145 |
|