Tower 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-66,241
| Closed | -$11.1M | – | 52 |
|
|
2022
Q1 | $11.1M | Buy |
66,241
+1,807
| +3% | +$304K | 12.11% | 3 |
|
|
2021
Q4 | $11.7M | Sell |
64,434
-691
| -1% | -$126K | 11.87% | 3 |
|
|
2021
Q3 | $11.4M | Buy |
65,125
+928
| +1% | +$163K | 12.06% | 3 |
|
|
2021
Q2 | $11.1M | Buy |
64,197
+2,806
| +5% | +$487K | 12.25% | 3 |
|
|
2021
Q1 | $9.88M | Buy |
61,391
+16
| +0% | +$2.57K | 12.73% | 2 |
|
|
2020
Q4 | $9.9M | Buy |
+61,375
| New | +$9.9M | 11.34% | 3 |
|