Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $36.7K | Buy |
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|
2023
Q3 | $32.6K | Hold |
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|
2023
Q2 | $33.7K | Sell |
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|
2023
Q1 | $34.4K | Sell |
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|
2022
Q4 | $943K | Buy |
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|
2022
Q3 | $30K | Hold |
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|
2022
Q2 | $32K | Sell |
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|
2022
Q1 | $100K | Buy |
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|
2021
Q4 | $108K | Buy |
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|
2021
Q3 | $104K | Sell |
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|
2021
Q2 | $160K | Buy |
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|
2021
Q1 | $143K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $29K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $12K | Buy |
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|
2019
Q4 | $14K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1K | Sell |
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|
2018
Q2 | $4K | Sell |
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|
2018
Q1 | $23K | Sell |
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|
2017
Q4 | $32K | Buy |
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