Hefty Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $65K | Sell |
613
-140
| -19% | -$14.8K | 0.04% | 125 |
|
|
2017
Q4 | $78K | Sell |
753
-50
| -6% | -$5.18K | 0.05% | 118 |
|
|
2017
Q3 | $77K | Sell |
803
-91
| -10% | -$8.73K | 0.05% | 113 |
|
|
2017
Q2 | $79K | Sell |
894
-22
| -2% | -$1.94K | 0.05% | 104 |
|
|
2017
Q1 | $75K | Sell |
916
-3,262
| -78% | -$267K | 0.05% | 106 |
|
|
2016
Q4 | $316K | Sell |
4,178
-9,151
| -69% | -$692K | 0.26% | 66 |
|
|
2016
Q3 | $1.03M | Buy |
13,329
+8,907
| +201% | +$689K | 0.78% | 44 |
|
|
2016
Q2 | $337K | Sell |
4,422
-8,825
| -67% | -$673K | 0.28% | 81 |
|
|
2016
Q1 | $968K | Buy |
13,247
+9,077
| +218% | +$663K | 0.91% | 40 |
|
|
2015
Q4 | $305K | Buy |
+4,170
| New | +$305K | 0.29% | 82 |
|