Stratos Wealth Partners’s SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-5,155
| Closed | -$998K | – | 1257 |
|
2022
Q1 | $998K | Sell |
5,155
-15
| -0.3% | -$2.9K | 0.02% | 556 |
|
2021
Q4 | $1.05M | Buy |
+5,170
| New | +$1.05M | 0.02% | 547 |
|
2020
Q3 | – | Sell |
-4,788
| Closed | -$642K | – | 1049 |
|
2020
Q2 | $642K | Sell |
4,788
-154
| -3% | -$20.6K | 0.02% | 512 |
|
2020
Q1 | $551K | Sell |
4,942
-256
| -5% | -$28.5K | 0.03% | 499 |
|
2019
Q4 | $717K | Buy |
5,198
+824
| +19% | +$114K | 0.03% | 484 |
|
2019
Q3 | $568K | Sell |
4,374
-240
| -5% | -$31.2K | 0.02% | 528 |
|
2019
Q2 | $590K | Buy |
+4,614
| New | +$590K | 0.03% | 512 |
|