GIA
Goodwin Investment Advisory’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5
| Closed | -$682 | – | 233 |
|
|
2022
Q2 | $682 | Sell |
5
-128
| -96% | -$17.5K | ﹤0.01% | 158 |
|
|
2022
Q1 | $24K | Sell |
133
-2,111
| -94% | -$381K | 0.02% | 115 |
|
|
2021
Q4 | $413K | Sell |
2,244
-15,702
| -87% | -$2.89M | 0.31% | 28 |
|
|
2021
Q3 | $3.18M | Sell |
17,946
-1,627
| -8% | -$288K | 3.09% | 6 |
|
|
2021
Q2 | $3.42M | Buy |
19,573
+2,151
| +12% | +$375K | 3.72% | 6 |
|
|
2021
Q1 | $2.76M | Buy |
+17,422
| New | +$2.76M | 3.25% | 7 |
|