Wealth Management Resources’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
Q2 | – | Sell |
-3,954
| Closed | -$550K | – | 44 |
|
|
2023
Q1 | $550K | Buy |
3,954
+370
| +10% | +$51.4K | 0.34% | 29 |
|
|
2022
Q4 | $523K | Sell |
3,584
-213
| -6% | -$31.1K | 0.34% | 32 |
|
|
2022
Q3 | $498K | Hold |
3,797
| – | – | 0.33% | 31 |
|
|
2022
Q2 | $518K | Buy |
3,797
+10
| +0.3% | +$1.36K | 0.32% | 30 |
|
|
2022
Q1 | $637K | Buy |
3,787
+9
| +0.2% | +$1.51K | 0.44% | 29 |
|
|
2021
Q4 | $687K | Buy |
+3,778
| New | +$687K | 0.44% | 30 |
|