Financial Partners Group (Kansas)’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
Q4 | – | Sell |
-1,825
| Closed | -$218K | – | 86 |
|
|
2019
Q3 | $218K | Sell |
1,825
-167
| -8% | -$19.9K | 0.1% | 72 |
|
|
2019
Q2 | $236K | Sell |
1,992
-1,591
| -44% | -$188K | 0.11% | 71 |
|
|
2019
Q1 | $402K | Sell |
3,583
-230
| -6% | -$25.8K | 0.22% | 56 |
|
|
2018
Q4 | $382K | Sell |
3,813
-905
| -19% | -$90.7K | 0.25% | 52 |
|
|
2018
Q3 | $561K | Buy |
4,718
+57
| +1% | +$6.78K | 0.37% | 44 |
|
|
2018
Q2 | $511K | Sell |
4,661
-1,804
| -28% | -$198K | 0.37% | 47 |
|
|
2018
Q1 | $684K | Buy |
6,465
+4
| +0.1% | +$423 | 0.54% | 38 |
|
|
2017
Q4 | $666K | Buy |
+6,461
| New | +$666K | 0.52% | 41 |
|