Syverson Strege & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-48
| Closed | -$6.67K | – | 412 |
|
|
2023
Q1 | $6.67K | Hold |
48
| – | – | ﹤0.01% | 299 |
|
|
2022
Q4 | $7.01K | Hold |
48
| – | – | ﹤0.01% | 206 |
|
|
2022
Q3 | $6K | Hold |
48
| – | – | ﹤0.01% | 206 |
|
|
2022
Q2 | $7K | Hold |
48
| – | – | ﹤0.01% | 246 |
|
|
2022
Q1 | $8K | Buy |
48
+8
| +20% | +$1.33K | 0.01% | 217 |
|
|
2021
Q4 | $7K | Hold |
40
| – | – | 0.01% | 220 |
|
|
2021
Q3 | $7K | Hold |
40
| – | – | 0.01% | 285 |
|
|
2021
Q2 | $7K | Hold |
40
| – | – | 0.01% | 213 |
|
|
2021
Q1 | $6K | Hold |
40
| – | – | 0.01% | 216 |
|
|
2020
Q4 | $6K | Buy |
+40
| New | +$6K | 0.01% | 198 |
|