Viridian RIA’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
Q1 | – | Sell |
-3,600
| Closed | -$655K | – | 58 |
|
|
2021
Q4 | $655K | Buy |
+3,600
| New | +$655K | 0.14% | 59 |
|
|
2021
Q3 | – | Hold |
0
| – | -$624K | – | 48 |
|
|
2021
Q2 | – | Hold |
0
| – | -$579K | – | 57 |
|
|
2021
Q1 | – | Sell |
-3,600
| Closed | -$581K | – | 57 |
|
|
2020
Q4 | $581K | Hold |
3,600
| – | – | 0.16% | 51 |
|
|
2020
Q3 | $531K | Buy |
3,600
+1,100
| +44% | +$162K | 0.18% | 52 |
|
|
2020
Q2 | $328K | Buy |
+2,500
| New | +$328K | 0.12% | 55 |
|