Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $433K | Sell |
2,136
-91
| -4% | -$18.5K | 0.26% | 74 |
|
|
2024
Q2 | $434K | Sell |
2,227
-48
| -2% | -$9.35K | 0.28% | 75 |
|
|
2024
Q1 | $426K | Sell |
2,275
-54
| -2% | -$10.1K | 0.27% | 72 |
|
|
2023
Q4 | $365K | Sell |
2,329
-2,388
| -51% | -$375K | 0.24% | 77 |
|
|
2023
Q3 | $659K | Sell |
4,717
-2,282
| -33% | -$319K | 0.49% | 51 |
|
|
2023
Q2 | $1.01M | Sell |
6,999
-5,663
| -45% | -$817K | 0.68% | 34 |
|
|
2023
Q1 | $1.76M | Buy |
12,662
+12,646
| +79,038% | +$1.76M | 1.29% | 20 |
|
|
2022
Q4 | $2.34K | Buy |
+16
| New | +$2.34K | ﹤0.01% | 152 |
|