Winfield Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $670K | Sell |
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|
2021
Q4 | $869K | Hold |
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|
2021
Q3 | $839K | Hold |
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|
2021
Q2 | $829K | Sell |
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|
2021
Q1 | $806K | Sell |
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|
2020
Q4 | $874K | Sell |
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|
2020
Q3 | $869K | Buy |
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|
2020
Q2 | $770K | Sell |
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|
2020
Q1 | $956K | Sell |
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|
2019
Q4 | $1.18M | Buy |
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|
2019
Q3 | $1.11M | Buy |
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|
2019
Q2 | $494K | Buy |
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|
2019
Q1 | $352K | Buy |
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