YorkBridge Wealth Partners’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
2017
Q4
Sell
-600
Closed -$57K 893
2017
Q3
$57K Hold
600
0.03% 363
2017
Q2
$53K Hold
600
0.03% 366
2017
Q1
$51K Hold
600
0.03% 369
2016
Q4
$46K Buy
+600
New +$46K 0.03% 366