JFS Wealth Advisors’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
2025
Q2
$71.2K Hold
267
﹤0.01% 416
2025
Q1
$64.3K Hold
267
﹤0.01% 432
2024
Q4
$69.5K Hold
267
﹤0.01% 406
2024
Q3
$67.2K Hold
267
﹤0.01% 422
2024
Q2
$64.9K Hold
267
0.01% 381
2024
Q1
$61.4K Hold
267
﹤0.01% 388
2023
Q4
$54K Hold
267
﹤0.01% 390
2023
Q3
$47.8K Hold
267
﹤0.01% 380
2023
Q2
$49.5K Hold
267
﹤0.01% 370
2023
Q1
$45.1K Hold
267
﹤0.01% 386
2022
Q4
$44.6K Hold
267
﹤0.01% 382
2022
Q3
$41K Hold
267
﹤0.01% 419
2022
Q2
$43K Hold
267
﹤0.01% 422
2022
Q1
$52K Hold
267
﹤0.01% 417
2021
Q4
$54K Buy
267
+9
+3% +$1.82K 0.01% 407
2021
Q3
$47K Buy
+258
New +$47K ﹤0.01% 418