SSWM
Sheets Smith 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-200
| Closed | -$27.9K | – | 442 |
|
|
2023
Q3 | $27.9K | Sell |
200
-6,060
| -97% | -$847K | ﹤0.01% | 418 |
|
|
2023
Q2 | $903K | Sell |
6,260
-1,559
| -20% | -$225K | 0.13% | 146 |
|
|
2023
Q1 | $1.09M | Sell |
7,819
-827
| -10% | -$115K | 0.17% | 121 |
|
|
2022
Q4 | $1.26M | Buy |
+8,646
| New | +$1.26M | 0.2% | 112 |
|