Permanens Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $4K | Hold |
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|
2021
Q1 | $4K | Sell |
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|
2020
Q4 | $55K | Sell |
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|
2020
Q3 | $152K | Sell |
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|
2020
Q2 | $187K | Sell |
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|
2020
Q1 | $26.6M | Sell |
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|
2019
Q4 | $38.5M | Sell |
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|
2019
Q3 | $37.7M | Buy |
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|
2019
Q2 | $36.8M | Sell |
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|
2019
Q1 | $35.6M | Buy |
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|
2018
Q4 | $19.6M | Sell |
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|
2018
Q3 | $29.3M | Buy |
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|
2018
Q2 | $25.4M | Sell |
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|
2018
Q1 | $24.5M | Sell |
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|
2017
Q4 | $25.6M | Sell |
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|
2017
Q3 | $23.8M | Buy |
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|
2017
Q2 | $21.8M | Buy |
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|
2017
Q1 | $11M | Buy |
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|
2016
Q4 | $8.22M | Buy |
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