NewFocus Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.04M | Hold |
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|
2020
Q1 | $846K | Hold |
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|
2019
Q4 | $998K | Hold |
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|
2019
Q3 | $948K | Sell |
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|
2019
Q2 | $1.12M | Sell |
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|
2019
Q1 | $1.06M | Sell |
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|
2018
Q4 | $983K | Sell |
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|
2018
Q3 | $1.17M | Hold |
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|
2018
Q2 | $1.08M | Sell |
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|
2018
Q1 | $1.04M | Sell |
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|
2017
Q4 | $1.07M | Sell |
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|
2017
Q3 | $1.05M | Sell |
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|
2017
Q2 | $4.16M | Buy |
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|
2017
Q1 | $3.54M | Buy |
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|
2016
Q4 | $2.63M | Buy |
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|
2016
Q3 | $2.36M | Buy |
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|
2016
Q2 | $2.19M | Buy |
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