SCA
Stuart Chaussee & Associates’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,200
| Closed | -$177K | – | 88 |
|
|
2020
Q3 | $177K | Buy |
+1,200
| New | +$177K | 0.08% | 24 |
|
|
2018
Q4 | – | Sell |
-3,415
| Closed | -$406K | – | 125 |
|
|
2018
Q3 | $406K | Hold |
3,415
| – | – | 0.26% | 12 |
|
|
2018
Q2 | $375K | Buy |
+3,415
| New | +$375K | 0.25% | 13 |
|
|
2018
Q1 | – | Sell |
-405,319
| Closed | -$42M | – | 113 |
|
|
2017
Q4 | $42M | Buy |
+405,319
| New | +$42M | 30.36% | 1 |
|