Integrated Wealth Concepts’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,397
| Closed | -$283K | – | 1011 |
|
|
2021
Q4 | $283K | Sell |
1,397
-105
| -7% | -$21.3K | 0.01% | 799 |
|
|
2021
Q3 | $275K | Sell |
1,502
-910
| -38% | -$167K | 0.01% | 776 |
|
|
2021
Q2 | $438K | Sell |
2,412
-4,954
| -67% | -$900K | 0.02% | 560 |
|
|
2021
Q1 | $1.23M | Buy |
7,366
+2,024
| +38% | +$337K | 0.05% | 264 |
|
|
2020
Q4 | $866K | Buy |
+5,342
| New | +$866K | 0.04% | 277 |
|