Baker Boyer National Bank’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
Q2 | $1.76M | Hold |
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|
2025
Q1 | $1.48M | Buy |
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|
2024
Q4 | $1.5M | Sell |
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|
2024
Q3 | $1.53M | Buy |
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|
2024
Q2 | $1.47M | Buy |
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|
2024
Q1 | $1.33M | Buy |
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|
2023
Q4 | $969K | Buy |
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|
2023
Q3 | $472K | Buy |
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|
2023
Q2 | $475K | Sell |
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|
2023
Q1 | $469K | Buy |
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|
2022
Q4 | $473K | Buy |
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|
2022
Q3 | $372K | Buy |
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|
2022
Q2 | $371K | Buy |
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|
2022
Q1 | $394K | Buy |
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|
2021
Q2 | $371K | Buy |
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