Lake Point Wealth Management’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 | $2K | Hold |
11
| – | – | ﹤0.01% | 327 |
|
|
2022
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 335 |
|
|
2021
Q4 | $2K | Hold |
11
| – | – | ﹤0.01% | 341 |
|
|
2021
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 320 |
|
|
2021
Q2 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 337 |
|
|
2020
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 330 |
|
|
2019
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 572 |
|
|
2019
Q2 | $29K | Hold |
246
| – | – | 0.01% | 206 |
|
|
2019
Q1 | $29K | Sell |
246
-10,314
| -98% | -$1.22M | 0.01% | 206 |
|
|
2018
Q4 | $1.06M | Buy |
+10,560
| New | +$1.06M | 0.4% | 47 |
|