Mosaic Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $811K | Buy |
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|
2021
Q3 | $781K | Sell |
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|
2021
Q2 | $859K | Sell |
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|
2021
Q1 | $812K | Sell |
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|
2020
Q4 | $863K | Sell |
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|
2020
Q3 | $853K | Buy |
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|
2020
Q2 | $732K | Buy |
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|
2020
Q1 | $593K | Sell |
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|
2019
Q4 | $742K | Sell |
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|
2019
Q3 | $764K | Buy |
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|
2019
Q2 | $626K | Buy |
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|
2019
Q1 | $490K | Sell |
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|
2018
Q4 | $483K | Sell |
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|
2018
Q3 | $523K | Buy |
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|
2018
Q2 | $204K | Hold |
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|
2018
Q1 | $197K | Hold |
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|
2017
Q4 | $192K | Buy |
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