HHM Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-171
| Closed | -$24.7K | – | 809 |
|
|
2023
Q2 | $24.7K | Sell |
171
-19
| -10% | -$2.74K | ﹤0.01% | 389 |
|
|
2023
Q1 | $26.4K | Buy |
190
+171
| +900% | +$23.8K | 0.01% | 374 |
|
|
2022
Q4 | $2.77K | Sell |
19
-8
| -30% | -$1.17K | ﹤0.01% | 578 |
|
|
2022
Q3 | $4K | Hold |
27
| – | – | ﹤0.01% | 555 |
|
|
2022
Q2 | $4K | Buy |
+27
| New | +$4K | ﹤0.01% | 675 |
|