Beaird Harris 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $149K | Buy |
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|
2025
Q2 | $138K | Hold |
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|
2025
Q1 | $116K | Hold |
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|
2024
Q4 | $119K | Hold |
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|
2024
Q3 | $116K | Hold |
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|
2024
Q2 | $112K | Buy |
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|
2024
Q1 | $25.9K | Hold |
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|
2023
Q4 | $21.7K | Hold |
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|
2023
Q3 | $19.3K | Hold |
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|
2023
Q2 | $19.9K | Hold |
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|
2023
Q1 | $19.2K | Hold |
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|
2022
Q4 | $20.1K | Hold |
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|
2022
Q3 | $18K | Hold |
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|
2022
Q2 | $19K | Hold |
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|
2022
Q1 | $23K | Buy |
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