Huber Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $41.8M | Buy |
392,510
+40,861
| +12% | +$4.35M | 15.66% | 3 |
|
|
2019
Q4 | $44.2M | Buy |
351,649
+23,725
| +7% | +$2.98M | 15.33% | 3 |
|
|
2019
Q3 | $39.1M | Buy |
327,924
+8,869
| +3% | +$1.06M | 15.27% | 3 |
|
|
2019
Q2 | $37.8M | Buy |
319,055
+33,470
| +12% | +$3.97M | 16.43% | 2 |
|
|
2019
Q1 | $32M | Buy |
285,585
+21,162
| +8% | +$2.37M | 15.63% | 3 |
|
|
2018
Q4 | $26.5M | Buy |
264,423
+214,945
| +434% | +$21.5M | 14.48% | 3 |
|
|
2018
Q3 | $5.89M | Buy |
+49,478
| New | +$5.89M | 4.52% | 5 |
|