tru Independence’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
Q3 | – | Sell |
-752
| Closed | -$130K | – | 290 |
|
|
2021
Q2 | $130K | Buy |
+752
| New | +$130K | 0.04% | 111 |
|
|
2021
Q1 | – | Sell |
-642
| Closed | -$104K | – | 555 |
|
|
2020
Q4 | $104K | Buy |
+642
| New | +$104K | 0.19% | 46 |
|
|
2020
Q3 | – | Sell |
-686
| Closed | -$89 | – | 656 |
|
|
2020
Q2 | $89 | Buy |
+686
| New | +$89 | 0.01% | 314 |
|
|
2020
Q1 | – | Sell |
-34
| Closed | -$4K | – | 848 |
|
|
2019
Q4 | $4K | Buy |
+34
| New | +$4K | ﹤0.01% | 718 |
|