First Personal Financial Services’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
Q2 | – | Sell |
-146
| Closed | -$27.4K | – | 368 |
|
|
2024
Q1 | $27.4K | Buy |
+146
| New | +$27.4K | 0.01% | 218 |
|
|
2023
Q2 | – | Sell |
-54
| Closed | -$7.51K | – | 388 |
|
|
2023
Q1 | $7.51K | Sell |
54
-276
| -84% | -$38.4K | ﹤0.01% | 339 |
|
|
2022
Q4 | $48.2K | Hold |
330
| – | – | 0.01% | 212 |
|
|
2022
Q3 | $43K | Hold |
330
| – | – | 0.01% | 208 |
|
|
2022
Q2 | $45K | Hold |
330
| – | – | 0.01% | 178 |
|
|
2022
Q1 | $56K | Buy |
+330
| New | +$56K | 0.01% | 180 |
|