Westside Investment Management, Inc. Ishares Msci Usa Momentum Fact Transaction History

Westside Investment Management, Inc.

$470 Billion
Q3 2024

A detailed history of Westside Investment Management, Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Westside Investment Management, Inc. holds 346 shares of MTUM stock, worth $74,483. This represents 0.01% of its overall portfolio holdings.

Number of Shares

346

Previous 346 -0.0%

Holding current value

$74,483

Previous $67.4 Million 4.05%

% of portfolio

0.01%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 17, 2023	BUY	$133.17 - $146.27 $5,326 - $5,850	40 Added 13.07%	346 $48.1 Million
Q1 2021 Apr 14, 2021	BUY	$150.0 - $178.04 $8,400 - $9,970	56 Added 22.4%	306 $49,000
Q2 2020 Jul 21, 2020	SELL	$101.08 - $131.0 $15,162 - $19,650	-150 Reduced 37.5%	250 $32,000
Q1 2020 Apr 16, 2020	SELL	$90.36 - $137.08 $18,072 - $27,416	-200 Reduced 33.33%	400 $42,000
Q2 2019 Jul 24, 2019	SELL	$111.41 - $120.45 $41,221 - $44,566	-370 Reduced 38.14%	600 $71,000
Q4 2018 Feb 05, 2019	BUY	$92.8 - $119.62 $90,016 - $116,031	970 New	970 $97,000

Others Institutions Holding MTUM

# of Institutions

773

Shares Held

48.7M

Call Options Held

266K

Put Options Held

778K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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Westside Investment Management, Inc. Ishares Msci Usa Momentum Fact Transaction History