SWM
Seed Wealth Management’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $452K | Hold |
9,900
| – | – | 0.34% | 74 |
|
2025
Q1 | $395K | Hold |
9,900
| – | – | 0.32% | 82 |
|
2024
Q4 | $370K | Hold |
9,900
| – | – | 0.3% | 85 |
|
2024
Q3 | $400K | Hold |
9,900
| – | – | 0.32% | 81 |
|
2024
Q2 | $383K | Buy |
9,900
+2,500
| +34% | +$96.7K | 0.33% | 77 |
|
2024
Q1 | $287K | Hold |
7,400
| – | – | 0.27% | 94 |
|
2023
Q4 | $251K | Hold |
7,400
| – | – | 0.25% | 107 |
|
2023
Q3 | $233K | Hold |
7,400
| – | – | 0.26% | 107 |
|
2023
Q2 | $246K | Hold |
7,400
| – | – | 0.26% | 105 |
|
2023
Q1 | $239K | Hold |
7,400
| – | – | 0.27% | 104 |
|
2022
Q4 | $228K | Buy |
+7,400
| New | +$228K | 0.26% | 102 |
|