FundX Investment Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $506K | Hold |
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|
2021
Q3 | $489K | Hold |
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|
2021
Q2 | $6.42K | Hold |
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|
2021
Q1 | $448K | Sell |
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|
2020
Q4 | $3.97M | Sell |
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|
2020
Q3 | $4.17M | Sell |
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|
2020
Q2 | $3.81M | Buy |
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|
2020
Q1 | $3.04M | Buy |
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|
2019
Q4 | $284K | Hold |
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|
2019
Q3 | $270K | Sell |
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|
2019
Q2 | $897K | Buy |
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|
2019
Q1 | $254K | Sell |
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|
2018
Q4 | $9.03M | Sell |
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|
2018
Q3 | $62.4M | Sell |
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|
2018
Q2 | $63.7M | Sell |
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|
2018
Q1 | $62.9M | Buy |
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|
2017
Q4 | $60.2M | Buy |
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|
2017
Q3 | $48.6M | Sell |
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|
2017
Q2 | $47.1M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $29.4M | Sell |
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|
2016
Q1 | $28.4M | Buy |
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