Bartlett & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $143K | Sell |
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|
2023
Q3 | $131K | Sell |
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|
2023
Q2 | $141K | Sell |
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|
2023
Q1 | $156K | Sell |
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|
2022
Q4 | $203K | Sell |
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|
2022
Q3 | $240K | Buy |
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|
2022
Q2 | $187K | Buy |
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|
2022
Q1 | $30K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $30K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2K | Hold |
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|
2020
Q3 | $2K | Hold |
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|
2020
Q2 | $2K | Hold |
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|
2020
Q1 | $1K | Buy |
|