MCIA
Mountain Capital Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,891
| Closed | -$1.28M | – | 77 |
|
|
2023
Q1 | $1.28M | Buy |
8,891
+897
| +11% | +$130K | 0.57% | 44 |
|
|
2022
Q4 | $1.16M | Buy |
+7,994
| New | +$1.16M | 0.53% | 54 |
|
|
2021
Q3 | – | Sell |
-6,533
| Closed | -$1.11M | – | 125 |
|
|
2021
Q2 | $1.11M | Buy |
6,533
+277
| +4% | +$46.9K | 0.51% | 61 |
|
|
2021
Q1 | $1.09M | Buy |
+6,256
| New | +$1.09M | 0.55% | 66 |
|
|
2018
Q4 | – | Sell |
-89,899
| Closed | -$10.7M | – | 39 |
|
|
2018
Q3 | $10.7M | Buy |
+89,899
| New | +$10.7M | 10.35% | 3 |
|