Carroll Financial Associates, Inc. MTUM Holdings History
Carroll Financial Associates, Inc.'s iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2021-12-31, Carroll Financial Associates, Inc. held 290,292.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $53.54 Mil. This investment constitutes 2.88% of their stock portfolio, and Carroll Financial Associates, Inc. now holds 0.4% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2018Q2. And since then Carroll Financial Associates, Inc. has made 9 purchases of MTUM, at an average price of $114.38, for a total of 353,164.00 shares. In addition, there have been 6 sales at an average price of $125.49 for 62,872.00 shares. Based on historical transaction data and MTUM's current price of $240.36, Carroll Financial Associates, Inc.'s estimated gain on his MTUM holdings is $37.27 Mil, reflecting a 92.26% gain to date.
Carroll Financial Associates, Inc. MTUM ($240.36) Holding Chart
Carroll Financial Associates, Inc. MTUM ($240.36) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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