Total Clarity Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-20
| Closed | -$3K | – | 700 |
|
|
2022
Q2 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 888 |
|
|
2022
Q1 | – | Sell |
-2,019
| Closed | -$367K | – | 645 |
|
|
2021
Q4 | $367K | Buy |
2,019
+1,082
| +115% | +$197K | 0.17% | 139 |
|
|
2021
Q3 | $165K | Buy |
+937
| New | +$165K | 0.08% | 235 |
|
|
2021
Q2 | – | Sell |
-3,178
| Closed | -$511K | – | 532 |
|
|
2021
Q1 | $511K | Buy |
+3,178
| New | +$511K | 0.29% | 86 |
|
|
2020
Q1 | – | Sell |
-43,861
| Closed | -$5.51M | – | 426 |
|
|
2019
Q4 | $5.51M | Buy |
+43,861
| New | +$5.51M | 4.13% | 2 |
|