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Sequoia Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Sequoia Wealth Management’s Portfolio MTUM Stock Details MTUM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,063
Closed -$247K – 39
2019
Q3 		$247K Buy
2,063
+326
+19% +$39K 0.5% 48
2019
Q2 		$211K Buy
+1,737
New +$211K 0.2% 50