Alpha Cubed Investments’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $462K | Buy |
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|
2025
Q2 | $433K | Sell |
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|
2025
Q1 | $423K | Buy |
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|
2024
Q4 | $367K | Buy |
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|
2024
Q3 | $359K | Hold |
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|
2024
Q2 | $346K | Sell |
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|
2024
Q1 | $361K | Sell |
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|
2023
Q4 | $396K | Buy |
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|
2023
Q3 | $249K | Buy |
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|
2023
Q2 | $230K | Hold |
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|
2023
Q1 | $221K | Hold |
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|
2022
Q4 | $232K | Hold |
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|
2022
Q3 | $209K | Hold |
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|
2022
Q2 | $217K | Hold |
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|
2022
Q1 | $268K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $215K | Buy |
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