SVWAG
Sound View Wealth Advisors Group’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 |
-2,108
| Closed | -$294K | – | 389 |
|
|
2023
Q3 | $294K | Sell |
2,108
-419
| -17% | -$58.5K | 0.04% | 290 |
|
|
2023
Q2 | $364K | Sell |
2,527
-950
| -27% | -$137K | 0.05% | 264 |
|
|
2023
Q1 | $483K | Buy |
+3,477
| New | +$483K | 0.07% | 224 |
|
|
2022
Q4 | – | Sell |
-2,692
| Closed | -$353K | – | 391 |
|
|
2022
Q3 | $353K | Sell |
2,692
-98
| -4% | -$12.9K | 0.08% | 195 |
|
|
2022
Q2 | $380K | Sell |
2,790
-272
| -9% | -$37K | 0.08% | 191 |
|
|
2022
Q1 | $515K | Sell |
3,062
-4,035
| -57% | -$679K | 0.1% | 170 |
|
|
2021
Q4 | $1.29M | Buy |
7,097
+22
| +0.3% | +$4K | 0.24% | 101 |
|
|
2021
Q3 | $1.24M | Sell |
7,075
-52
| -0.7% | -$9.13K | 0.26% | 98 |
|
|
2021
Q2 | $1.24M | Buy |
+7,127
| New | +$1.24M | 0.26% | 97 |
|