Westwind Capital MTUM Holdings History
Number of Shares
2,614.00
Current Holdings Value*
$630,000.00
% of Portfolio
0.13%
Total Estimate Gain
$55,312.24
% of Total Estimate Gain
9.71%
Westwind Capital's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2025-06-30, Westwind Capital held 2,614.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $630,000.00. This investment constitutes 0.13% of their stock portfolio, and Westwind Capital now holds 0% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2025Q2. And since then Westwind Capital has made 1 purchases of MTUM, at an average price of $217.91, for a total of 2,614.00 shares. Based on historical transaction data and MTUM's current price of $239.07, Westwind Capital's estimated gain on his MTUM holdings is $55,312.24, reflecting a 9.71% gain to date.
Westwind Capital MTUM ($239.07) Holding Chart
Westwind Capital MTUM ($239.07) 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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