Rinkey Investments’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 | – | Sell |
-19,663
| Closed | -$3.83M | – | 86 |
|
|
2024
Q2 | $3.83M | Sell |
19,663
-791
| -4% | -$154K | 1.38% | 17 |
|
|
2024
Q1 | $3.83M | Sell |
20,454
-1,505
| -7% | -$282K | 1.4% | 15 |
|
|
2023
Q4 | $3.45M | Sell |
21,959
-1,107
| -5% | -$174K | 1.36% | 16 |
|
|
2023
Q3 | $3.22M | Buy |
+23,066
| New | +$3.22M | 1.48% | 17 |
|
|
2022
Q1 | – | Sell |
-200
| Closed | -$35K | – | 164 |
|
|
2021
Q4 | $35K | Buy |
+200
| New | +$35K | 0.03% | 83 |
|