Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $59K | Buy |
229
+2
| +0.9% | +$515 | 0.04% | 200 |
|
|
2024
Q3 | $57K | Hold |
227
| – | – | 0.02% | 460 |
|
|
2024
Q2 | $55K | Sell |
227
-14
| -6% | -$3.39K | 0.02% | 457 |
|
|
2024
Q1 | $55.4K | Hold |
241
| – | – | 0.02% | 457 |
|
|
2023
Q4 | $48K | Sell |
241
-10
| -4% | -$1.99K | 0.02% | 466 |
|
|
2023
Q3 | $45K | Buy |
+251
| New | +$45K | 0.02% | 465 |
|
|
2023
Q1 | $45K | Buy |
+269
| New | +$45K | 0.02% | 464 |
|
|
2022
Q4 | – | Sell |
-390
| Closed | -$60K | – | 805 |
|
|
2022
Q3 | $60K | Buy |
+390
| New | +$60K | 0.02% | 361 |
|