Global Wealth Management Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-53
| Closed | -$9K | – | 480 |
|
|
2021
Q1 | $9K | Buy |
53
+52
| +5,200% | +$8.83K | ﹤0.01% | 320 |
|
|
2020
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 483 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 555 |
|
|
2020
Q2 | $0 | Sell |
1
-4
| -80% | – | ﹤0.01% | 647 |
|
|
2020
Q1 | $1K | Sell |
5
-6
| -55% | -$1.2K | ﹤0.01% | 554 |
|
|
2019
Q4 | $1K | Sell |
11
-5
| -31% | -$455 | ﹤0.01% | 560 |
|
|
2019
Q3 | $2K | Sell |
16
-34
| -68% | -$4.25K | ﹤0.01% | 529 |
|
|
2019
Q2 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 424 |
|