Aspire Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $40K | Sell |
197
-1
| -0.5% | -$203 | 0.02% | 149 |
|
|
2024
Q2 | $38.5K | Buy |
198
+37
| +23% | +$7.19K | 0.02% | 139 |
|
|
2024
Q1 | $30.2K | Hold |
161
| – | – | 0.02% | 148 |
|
|
2023
Q4 | $25.3K | Hold |
161
| – | – | 0.02% | 140 |
|
|
2023
Q3 | $22.4K | Buy |
161
+38
| +31% | +$5.3K | 0.02% | 138 |
|
|
2023
Q2 | $17.7K | Sell |
123
-41
| -25% | -$5.9K | 0.01% | 150 |
|
|
2023
Q1 | $22.9K | Sell |
164
-730
| -82% | -$102K | 0.02% | 141 |
|
|
2022
Q4 | $131K | Sell |
894
-3
| -0.3% | -$438 | 0.11% | 99 |
|
|
2022
Q3 | $118K | Sell |
897
-113
| -11% | -$14.9K | 0.11% | 92 |
|
|
2022
Q2 | $138K | Buy |
1,010
+42
| +4% | +$5.74K | 0.13% | 93 |
|
|
2022
Q1 | $163K | Sell |
968
-58
| -6% | -$9.77K | 0.13% | 92 |
|
|
2021
Q4 | $187K | Buy |
+1,026
| New | +$187K | 0.15% | 91 |
|