Aspire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $40K | Sell |
|
|||||
|
2024
Q2 | $38.5K | Buy |
|
|||||
|
2024
Q1 | $30.2K | Hold |
|
|||||
|
2023
Q4 | $25.3K | Hold |
|
|||||
|
2023
Q3 | $22.4K | Buy |
|
|||||
|
2023
Q2 | $17.7K | Sell |
|
|||||
|
2023
Q1 | $22.9K | Sell |
|
|||||
|
2022
Q4 | $131K | Sell |
|
|||||
|
2022
Q3 | $118K | Sell |
|
|||||
|
2022
Q2 | $138K | Buy |
|
|||||
|
2022
Q1 | $163K | Sell |
|
|||||
|
2021
Q4 | $187K | Buy |
|