Ten Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-87
| Closed | -$12.1K | – | 418 |
|
|
2023
Q1 | $12.1K | Hold |
87
| – | – | ﹤0.01% | 353 |
|
|
2022
Q4 | $12.7K | Buy |
87
+41
| +89% | +$5.98K | 0.01% | 285 |
|
|
2022
Q3 | $6K | Sell |
46
-8
| -15% | -$1.04K | ﹤0.01% | 385 |
|
|
2022
Q2 | $7K | Hold |
54
| – | – | ﹤0.01% | 305 |
|
|
2022
Q1 | $9K | Hold |
54
| – | – | ﹤0.01% | 307 |
|
|
2021
Q4 | $10K | Buy |
54
+8
| +17% | +$1.48K | ﹤0.01% | 300 |
|
|
2021
Q3 | $8K | Hold |
46
| – | – | ﹤0.01% | 285 |
|
|
2021
Q2 | $8K | Hold |
46
| – | – | ﹤0.01% | 334 |
|
|
2021
Q1 | $7K | Hold |
46
| – | – | ﹤0.01% | 287 |
|
|
2020
Q4 | $7K | Buy |
+46
| New | +$7K | ﹤0.01% | 282 |
|