Riverpoint Wealth Management Holdings’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-9,812
| Closed | -$1.58M | – | 84 |
|
|
2021
Q1 | $1.58M | Sell |
9,812
-1,313
| -12% | -$211K | 0.48% | 28 |
|
|
2020
Q4 | $1.79M | Buy |
11,125
+1,137
| +11% | +$183K | 0.57% | 24 |
|
|
2020
Q3 | $1.47M | Sell |
9,988
-99
| -1% | -$14.6K | 0.53% | 26 |
|
|
2020
Q2 | $1.32M | Sell |
10,087
-8,669
| -46% | -$1.14M | 0.52% | 29 |
|
|
2020
Q1 | $2M | Buy |
18,756
+4,105
| +28% | +$437K | 0.98% | 21 |
|
|
2019
Q4 | $1.84M | Sell |
14,651
-191
| -1% | -$24K | 0.73% | 22 |
|
|
2019
Q3 | $1.77M | Buy |
14,842
+68
| +0.5% | +$8.11K | 0.78% | 20 |
|
|
2019
Q2 | $1.75M | Sell |
14,774
-1,302
| -8% | -$154K | 0.8% | 21 |
|
|
2019
Q1 | $1.8M | Buy |
16,076
+64
| +0.4% | +$7.18K | 0.87% | 21 |
|
|
2018
Q4 | $1.61M | Sell |
16,012
-8,227
| -34% | -$825K | 0.89% | 22 |
|
|
2018
Q3 | $2.88M | Buy |
24,239
+239
| +1% | +$28.4K | 1.47% | 12 |
|
|
2018
Q2 | $2.63M | Buy |
+24,000
| New | +$2.63M | 1.46% | 12 |
|