Geneos Wealth Management’s SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-75
| Closed | -$12K | – | 2354 |
|
|
2022
Q2 | $12K | Hold |
75
| – | – | ﹤0.01% | 1882 |
|
|
2022
Q1 | $14K | Hold |
75
| – | – | ﹤0.01% | 1945 |
|
|
2021
Q4 | $15K | Hold |
75
| – | – | ﹤0.01% | 2023 |
|
|
2021
Q3 | $13K | Sell |
75
-195
| -72% | -$33.8K | ﹤0.01% | 2111 |
|
|
2021
Q2 | $49K | Hold |
270
| – | – | ﹤0.01% | 1487 |
|
|
2021
Q1 | $47K | Hold |
270
| – | – | ﹤0.01% | 1667 |
|
|
2020
Q4 | $44K | Buy |
270
+125
| +86% | +$20.4K | ﹤0.01% | 1519 |
|
|
2020
Q3 | $21K | Buy |
+145
| New | +$21K | ﹤0.01% | 1631 |
|