West Branch Capital’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
Q4 | – | Sell |
-49
| Closed | -$6.85K | – | 456 |
|
|
2023
Q3 | $6.85K | Hold |
49
| – | – | ﹤0.01% | 310 |
|
|
2023
Q2 | $7.07K | Hold |
49
| – | – | ﹤0.01% | 311 |
|
|
2023
Q1 | $6.81K | Hold |
49
| – | – | ﹤0.01% | 320 |
|
|
2022
Q4 | $7.15K | Hold |
49
| – | – | ﹤0.01% | 311 |
|
|
2022
Q3 | $6K | Hold |
49
| – | – | ﹤0.01% | 330 |
|
|
2022
Q2 | $7K | Hold |
49
| – | – | ﹤0.01% | 308 |
|
|
2022
Q1 | $8K | Hold |
49
| – | – | ﹤0.01% | 317 |
|
|
2021
Q4 | $9K | Buy |
+49
| New | +$9K | ﹤0.01% | 338 |
|