Wealthcare Advisory Partners’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,398
| Closed | -$278K | – | 1180 |
|
|
2021
Q1 | $278K | Buy |
7,398
+204
| +3% | +$7.67K | 0.02% | 412 |
|
|
2020
Q4 | $271K | Buy |
7,194
+22
| +0.3% | +$829 | 0.02% | 341 |
|
|
2020
Q3 | $244K | Buy |
+7,172
| New | +$244K | 0.03% | 300 |
|
|
2020
Q2 | – | Sell |
-4,472
| Closed | -$118K | – | 838 |
|
|
2020
Q1 | $118K | Buy |
+4,472
| New | +$118K | 0.02% | 347 |
|