SWM
Selective Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,514
| Closed | -$199K | – | 500 |
|
|
2022
Q3 | $199K | Sell |
1,514
-282
| -16% | -$37.1K | 0.09% | 126 |
|
|
2022
Q2 | $245K | Sell |
1,796
-99
| -5% | -$13.5K | 0.09% | 120 |
|
|
2022
Q1 | $319K | Sell |
1,895
-340
| -15% | -$57.2K | 0.12% | 93 |
|
|
2021
Q4 | $406K | Buy |
2,235
+845
| +61% | +$153K | 0.17% | 69 |
|
|
2021
Q3 | $244K | Buy |
+1,390
| New | +$244K | 0.13% | 87 |
|