Danda Trouve Investment 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 |
-126
| Closed | -$23K | – | 131 |
|
|
2021
Q4 | $23K | Sell |
126
-2
| -2% | -$365 | 0.03% | 86 |
|
|
2021
Q3 | $22K | Sell |
128
-35
| -21% | -$6.02K | 0.03% | 102 |
|
|
2021
Q2 | $28K | Hold |
163
| – | – | 0.03% | 81 |
|
|
2021
Q1 | $26K | Hold |
163
| – | – | 0.03% | 73 |
|
|
2020
Q4 | $26K | Buy |
+163
| New | +$26K | 0.03% | 81 |
|