Snider Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,381
| Closed | -$1.58M | – | 62 |
|
|
2023
Q1 | $1.58M | Buy |
11,381
+225
| +2% | +$31.3K | 0.84% | 35 |
|
|
2022
Q4 | $1.63M | Sell |
11,156
-619
| -5% | -$90.3K | 0.9% | 34 |
|
|
2022
Q3 | $1.63M | Buy |
11,775
+226
| +2% | +$31.2K | 0.88% | 34 |
|
|
2022
Q2 | $1.58M | Buy |
11,549
+577
| +5% | +$78.7K | 0.86% | 33 |
|
|
2022
Q1 | $1.85M | Sell |
10,972
-1,732
| -14% | -$291K | 0.84% | 33 |
|
|
2021
Q4 | $2.32M | Buy |
12,704
+426
| +3% | +$77.6K | 0.98% | 31 |
|
|
2021
Q3 | $2.34M | Buy |
12,278
+254
| +2% | +$48.4K | 1.02% | 30 |
|
|
2021
Q2 | $2.04M | Buy |
+12,024
| New | +$2.04M | 0.96% | 33 |
|