Trilogy Capital Inc. MTUM Holdings History
Trilogy Capital Inc.'s iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2025-03-31, Trilogy Capital Inc. held 57,941.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $11.71 Mil. This investment constitutes 0.61% of their stock portfolio, and Trilogy Capital Inc. now holds 0.08% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2018Q2. And since then Trilogy Capital Inc. has made 15 purchases of MTUM, at an average price of $126.75, for a total of 793,080.00 shares. In addition, there have been 13 sales at an average price of $179.73 for 735,139.00 shares. Based on historical transaction data and MTUM's current price of $236.96, Trilogy Capital Inc.'s estimated gain on his MTUM holdings is $45.33 Mil, reflecting a 45.10% gain to date.
Trilogy Capital Inc. MTUM ($236.96) Holding Chart
Trilogy Capital Inc. MTUM ($236.96) 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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