Morton Brown Family Wealth’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
2023
Q2
Sell
-5
Closed -$695 253
2023
Q1
$695 Buy
+5
New +$695 ﹤0.01% 279
2022
Q1
Sell
-130
Closed -$24K 186
2021
Q4
$24K Buy
+130
New +$24K 0.02% 95