LA
LVW Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-12,172
| Closed | -$1.45M | – | 195 |
|
|
2019
Q3 | $1.45M | Buy |
+12,172
| New | +$1.45M | 0.36% | 62 |
|
|
2016
Q4 | – | Sell |
-8,162
| Closed | -$631K | – | 147 |
|
|
2016
Q3 | $631K | Buy |
+8,162
| New | +$631K | 0.21% | 63 |
|
|
2016
Q2 | – | Sell |
-70,445
| Closed | -$5.15M | – | 145 |
|
|
2016
Q1 | $5.15M | Buy |
+70,445
| New | +$5.15M | 1.65% | 9 |
|