Peterson Financial Group’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
Q3 | $8.7K | Buy |
+43
| New | +$8.7K | 0.03% | 223 |
|
|
2023
Q1 | – | Sell |
-1,423
| Closed | -$208K | – | 55 |
|
|
2022
Q4 | $208K | Buy |
+1,423
| New | +$208K | 0.27% | 73 |
|
|
2022
Q2 | – | Sell |
-1,418
| Closed | -$239K | – | 75 |
|
|
2022
Q1 | $239K | Sell |
1,418
-114
| -7% | -$19.2K | 0.2% | 73 |
|
|
2021
Q4 | $279K | Buy |
+1,532
| New | +$279K | 0.23% | 73 |
|