TFO Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-265
| Closed | -$43K | – | 150 |
|
|
2021
Q1 | $43K | Hold |
265
| – | – | 0.01% | 78 |
|
|
2020
Q4 | $43K | Hold |
265
| – | – | 0.01% | 52 |
|
|
2020
Q3 | $39K | Hold |
265
| – | – | 0.02% | 52 |
|
|
2020
Q2 | $35K | Sell |
265
-5,663
| -96% | -$748K | 0.01% | 56 |
|
|
2020
Q1 | $631K | Buy |
+5,928
| New | +$631K | 0.27% | 17 |
|