TRUADVICE’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
Q1 | – | Sell |
-4,278
| Closed | -$622K | – | 258 |
|
|
2022
Q4 | $622K | Sell |
4,278
-84
| -2% | -$12.2K | 0.33% | 56 |
|
|
2022
Q3 | $643K | Buy |
+4,362
| New | +$643K | 0.36% | 53 |
|
|
2021
Q2 | – | Sell |
-7,330
| Closed | -$1.27M | – | 320 |
|
|
2021
Q1 | $1.27M | Sell |
7,330
-6,928
| -49% | -$1.2M | 0.38% | 61 |
|
|
2020
Q4 | $2.33M | Buy |
+14,258
| New | +$2.33M | 0.71% | 32 |
|