Surevest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,396
| Closed | -$1.68M | – | 124 |
|
|
2019
Q4 | $1.68M | Sell |
13,396
-3,030
| -18% | -$380K | 0.72% | 68 |
|
|
2019
Q3 | $1.96M | Buy |
16,426
+41
| +0.3% | +$4.89K | 0.96% | 35 |
|
|
2019
Q2 | $1.94M | Sell |
16,385
-7,067
| -30% | -$838K | 1.01% | 29 |
|
|
2019
Q1 | $2.63M | Sell |
23,452
-4,798
| -17% | -$538K | 1.62% | 20 |
|
|
2018
Q4 | $2.83M | Buy |
+28,250
| New | +$2.83M | 2.24% | 9 |
|