LifePlan Financial Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $969K | Sell |
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2020
Q2 | $888K | Buy |
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2020
Q1 | $706K | Buy |
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|
2019
Q4 | $808K | Sell |
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|
2019
Q3 | $2.18M | Sell |
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|
2019
Q2 | $2.19M | Sell |
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2019
Q1 | $2.3M | Sell |
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|
2018
Q4 | $2.85M | Buy |
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|
2018
Q3 | $3.28M | Buy |
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|
2018
Q2 | $2.26M | Buy |
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|
2018
Q1 | $112K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $924K | Buy |
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|
2016
Q3 | $210K | Buy |
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