Beacon Capital Management LLC (Tennessee)’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
Q3 | – | Sell |
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|
2025
Q2 | $14.4K | Buy |
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|
2025
Q1 | $4.47K | Hold |
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|
2024
Q4 | $4.57K | Hold |
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|
2024
Q3 | $4.46K | Hold |
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|
2024
Q2 | $4.29K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $26.3K | Sell |
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|
2022
Q3 | $114K | Hold |
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|
2022
Q2 | $142K | Hold |
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|
2022
Q1 | $142K | Buy |
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