Wealthcare Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-437
| Closed | -$70K | – | 449 |
|
|
2021
Q1 | $70K | Buy |
+437
| New | +$70K | 0.01% | 119 |
|
|
2020
Q2 | – | Sell |
-437
| Closed | -$47K | – | 172 |
|
|
2020
Q1 | $47K | Hold |
437
| – | – | 0.01% | 95 |
|
|
2019
Q4 | $55K | Hold |
437
| – | – | 0.01% | 104 |
|
|
2019
Q3 | $52K | Buy |
+437
| New | +$52K | 0.01% | 98 |
|