Ishares Tr Msci Usa Momentum Factor shares owned by Wellington Shields Capital Management
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Wellington Shields Capital Management
from 13F filings
Historical chart of Wellington Shields Capital Management investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Wellington Shields Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $118k | 630 | 187.35 |
| 2023-09-30 | $88k | 630 | 139.70 |
| 2023-06-30 | $91k | 630 | 144.25 |
| 2023-03-31 | $88k | 630 | 139.04 |
| 2022-12-31 | $92k | 630 | 145.93 |
| 2022-03-31 | $194k | 1.2k | 167.97 |
| 2021-12-31 | $210k | 1.2k | 181.82 |
| 2021-09-30 | $203k | 1.2k | 175.76 |
| 2021-06-30 | $200k | 1.2k | 173.16 |
| 2021-03-31 | $202k | 1.3k | 160.96 |
| 2020-12-31 | $204k | 1.3k | 161.26 |
| 2018-09-30 | $1.6M | 14k | 119.02 |
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