True Link Financial Advisors’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 |
-1,356
| Closed | -$228K | – | 130 |
|
|
2022
Q1 | $228K | Hold |
1,356
| – | – | 0.03% | 122 |
|
|
2021
Q4 | $247K | Hold |
1,356
| – | – | 0.03% | 213 |
|
|
2021
Q3 | $238K | Sell |
1,356
-584
| -30% | -$103K | 0.03% | 193 |
|
|
2021
Q2 | $336K | Sell |
1,940
-7
| -0.4% | -$1.21K | 0.05% | 109 |
|
|
2021
Q1 | $313K | Buy |
1,947
+281
| +17% | +$45.2K | 0.05% | 155 |
|
|
2020
Q4 | $269K | Buy |
+1,666
| New | +$269K | 0.04% | 186 |
|