Patriot Wealth 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
2018
Q4
$7.46M Sell
74,459
-1,565
-2% -$157K 1.09% 37
2018
Q3
$9.05M Buy
76,024
+1,997
+3% +$238K 1.14% 29
2018
Q2
$8.12M Buy
+74,027
New +$8.12M 1.12% 32