OWA
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Outlook Wealth 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
2019
Q4
Sell
-11,986
Closed -$1.43M 153
2019
Q3
$1.43M Buy
11,986
+4,835
+68% +$576K 0.85% 33
2019
Q2
$848K Buy
7,151
+4,078
+133% +$484K 0.56% 45
2019
Q1
$345K Buy
+3,073
New +$345K 0.28% 93