Sowell Financial Services’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,023
| Closed | -$432K | – | 543 |
|
|
2024
Q1 | $432K | Buy |
+11,023
| New | +$432K | 0.02% | 473 |
|
|
2021
Q2 | – | Sell |
-3,010
| Closed | -$118K | – | 1569 |
|
|
2021
Q1 | $118K | Buy |
3,010
+16
| +0.5% | +$627 | ﹤0.01% | 1294 |
|
|
2020
Q4 | $113K | Sell |
2,994
-32,416
| -92% | -$1.22M | ﹤0.01% | 1107 |
|
|
2020
Q3 | $1.2M | Buy |
+35,410
| New | +$1.2M | 0.06% | 258 |
|