Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-36,915
| Closed | -$5.96M | – | 209 |
|
|
2020
Q4 | $5.96M | Buy |
+36,915
| New | +$5.96M | 0.64% | 37 |
|
|
2019
Q4 | – | Sell |
-31,599
| Closed | -$3.77M | – | 192 |
|
|
2019
Q3 | $3.77M | Sell |
31,599
-733
| -2% | -$87.4K | 0.76% | 41 |
|
|
2019
Q2 | $38.7K | Buy |
+32,332
| New | +$38.7K | 0.75% | 43 |
|
|
2018
Q4 | – | Sell |
-24,194
| Closed | -$2.88M | – | 200 |
|
|
2018
Q3 | $2.88M | Buy |
24,194
+257
| +1% | +$30.6K | 0.61% | 34 |
|
|
2018
Q2 | $2.63M | Buy |
23,937
+89
| +0.4% | +$9.76K | 0.6% | 35 |
|
|
2018
Q1 | $2.53M | Buy |
+23,848
| New | +$2.53M | 0.67% | 35 |
|