Stonebridge Financial Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-100
| Closed | -$16K | – | 269 |
|
|
2021
Q4 | $16K | Hold |
100
| – | – | 0.01% | 309 |
|
|
2021
Q3 | $19K | Hold |
100
| – | – | 0.01% | 300 |
|
|
2021
Q2 | $17K | Hold |
100
| – | – | 0.01% | 312 |
|
|
2021
Q1 | $17K | Hold |
100
| – | – | 0.01% | 314 |
|
|
2020
Q4 | $16K | Hold |
100
| – | – | 0.01% | 291 |
|
|
2020
Q3 | $15K | Buy |
+100
| New | +$15K | 0.01% | 287 |
|