North Star Investment 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-6
| Closed | -$1.12K | – | 1215 |
|
2024
Q1 | $1.12K | Hold |
6
| – | – | ﹤0.01% | 1146 |
|
2023
Q4 | $941 | Hold |
6
| – | – | ﹤0.01% | 1116 |
|
2023
Q3 | $838 | Hold |
6
| – | – | ﹤0.01% | 1151 |
|
2023
Q2 | $866 | Hold |
6
| – | – | ﹤0.01% | 1168 |
|
2023
Q1 | $834 | Hold |
6
| – | – | ﹤0.01% | 1188 |
|
2022
Q4 | $876 | Buy |
+6
| New | +$876 | ﹤0.01% | 1184 |
|