Empirical Finance’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
Q2 | – | Sell |
-2,599
| Closed | -$292K | – | 163 |
|
|
2019
Q1 | $292K | Sell |
2,599
-241
| -8% | -$27.1K | 0.07% | 140 |
|
|
2018
Q4 | $285K | Hold |
2,840
| – | – | 0.08% | 126 |
|
|
2018
Q3 | $338K | Sell |
2,840
-1,069
| -27% | -$127K | 0.08% | 116 |
|
|
2018
Q2 | $429K | Buy |
3,909
+1,310
| +50% | +$144K | 0.11% | 90 |
|
|
2018
Q1 | $292K | Buy |
+2,599
| New | +$292K | 0.07% | 140 |
|