Sunesis 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
2024
Q1
Sell
-1,518
Closed -$238K 66
2023
Q4
$238K Hold
1,518
0.15% 62
2023
Q3
$212K Buy
+1,518
New +$212K 0.15% 60
2023
Q1
$211K Buy
+1,518
New +$211K 0.15% 66