Summit Financial Wealth Advisors’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
2019
Q4
Sell
-19,445
Closed -$2.31M 148
2019
Q3
$2.31M Sell
19,445
-121
-0.6% -$14.4K 0.57% 39
2019
Q2
$2.32M Buy
+19,566
New +$2.32M 0.57% 44