HYA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,073
| Closed | -$349K | – | 152 |
|
|
2022
Q1 | $349K | Hold |
2,073
| – | – | 0.12% | 116 |
|
|
2021
Q4 | $377K | Sell |
2,073
-1,311
| -39% | -$238K | 0.14% | 111 |
|
|
2021
Q3 | $601K | Buy |
3,384
+716
| +27% | +$127K | 0.24% | 70 |
|
|
2021
Q2 | $463K | Buy |
2,668
+710
| +36% | +$123K | 0.19% | 86 |
|
|
2021
Q1 | $315K | Buy |
1,958
+389
| +25% | +$62.6K | 0.15% | 106 |
|
|
2020
Q4 | $253K | Buy |
1,569
+201
| +15% | +$32.4K | 0.13% | 112 |
|
|
2020
Q3 | $202K | Buy |
+1,368
| New | +$202K | 0.12% | 120 |
|