Destination Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-51
| Closed | -$6K | – | 368 |
|
|
2019
Q2 | $6K | Buy |
+51
| New | +$6K | ﹤0.01% | 471 |
|
|
2018
Q4 | – | Sell |
-206
| Closed | -$25K | – | 644 |
|
|
2018
Q3 | $25K | Hold |
206
| – | – | ﹤0.01% | 378 |
|
|
2018
Q2 | $23K | Buy |
206
+150
| +268% | +$16.7K | ﹤0.01% | 336 |
|
|
2018
Q1 | $1K | Buy |
+56
| New | +$1K | ﹤0.01% | 547 |
|