TC
TAP Consulting’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-705
| Closed | -$128K | – | 387 |
|
|
2021
Q4 | $128K | Buy |
+705
| New | +$128K | 0.03% | 167 |
|
|
2020
Q3 | – | Sell |
-3,273
| Closed | -$429K | – | 123 |
|
|
2020
Q2 | $429K | Sell |
3,273
-1,506
| -32% | -$197K | 0.21% | 81 |
|
|
2020
Q1 | $509K | Sell |
4,779
-11,394
| -70% | -$1.21M | 0.34% | 74 |
|
|
2019
Q4 | $2.03M | Buy |
16,173
+136
| +0.8% | +$17.1K | 1.13% | 36 |
|
|
2019
Q3 | $1.91M | Buy |
+16,037
| New | +$1.91M | 1.13% | 35 |
|
|
2019
Q1 | $1.11M | Buy |
+9,847
| New | +$1.11M | 0.84% | 41 |
|