LWP
Lumature Wealth Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.74K | Hold |
19
| – | – | ﹤0.01% | 353 |
|
|
2023
Q1 | $2.64K | Hold |
19
| – | – | ﹤0.01% | 355 |
|
|
2022
Q4 | $2.77K | Sell |
19
-19
| -50% | -$2.77K | ﹤0.01% | 357 |
|
|
2022
Q3 | $5K | Hold |
38
| – | – | ﹤0.01% | 348 |
|
|
2022
Q2 | $5K | Hold |
38
| – | – | ﹤0.01% | 360 |
|
|
2022
Q1 | $6K | Sell |
38
-25
| -40% | -$3.95K | ﹤0.01% | 370 |
|
|
2021
Q4 | $11K | Buy |
63
+25
| +66% | +$4.37K | ﹤0.01% | 325 |
|
|
2021
Q3 | $7K | Sell |
38
-102
| -73% | -$18.8K | ﹤0.01% | 361 |
|
|
2021
Q2 | $24K | Sell |
140
-346
| -71% | -$59.3K | 0.01% | 257 |
|
|
2021
Q1 | $78K | Sell |
486
-46
| -9% | -$7.38K | 0.04% | 191 |
|
|
2020
Q4 | $86K | Buy |
+532
| New | +$86K | 0.08% | 138 |
|