Resurgent Financial Advisors’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
Q1 | – | Sell |
-165
| Closed | -$25.9K | – | 372 |
|
|
2023
Q4 | $25.9K | Sell |
165
-513
| -76% | -$80.5K | 0.02% | 445 |
|
|
2023
Q3 | $94.7K | Buy |
678
+6
| +0.9% | +$838 | 0.06% | 228 |
|
|
2023
Q2 | $96.9K | Buy |
672
+55
| +9% | +$7.93K | 0.06% | 233 |
|
|
2023
Q1 | $85.8K | Sell |
617
-311
| -34% | -$43.2K | 0.06% | 248 |
|
|
2022
Q4 | $135K | Buy |
+928
| New | +$135K | 0.07% | 258 |
|