Wealthstreet Investment Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.35M | Hold |
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|
2021
Q1 | $1.25M | Hold |
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|
2020
Q4 | $1.25M | Hold |
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|
2020
Q3 | $1.15M | Hold |
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|
2020
Q2 | $1.02M | Hold |
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|
2020
Q1 | $828K | Sell |
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|
2019
Q4 | $1.05M | Hold |
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|
2019
Q3 | $1M | Hold |
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|
2019
Q2 | $991K | Buy |
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|
2019
Q1 | $704K | Buy |
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