Beaumont Financial Advisors’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 | $226K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $270K | Sell |
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|
2023
Q4 | $227K | Sell |
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|
2023
Q3 | $291K | Hold |
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|
2023
Q2 | $301K | Sell |
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|
2023
Q1 | $348K | Buy |
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|
2022
Q4 | $216K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $401K | Buy |
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|
2021
Q3 | $360K | Sell |
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|
2021
Q2 | $453K | Buy |
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|
2021
Q1 | $214K | Sell |
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|
2020
Q4 | $8.88M | Buy |
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|
2020
Q3 | $398K | Sell |
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|
2020
Q2 | $1.21M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $4.65M | Buy |
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|
2019
Q3 | $3.99M | Buy |
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|
2019
Q2 | $3.59M | Buy |
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|
2019
Q1 | $2.58M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $730K | Buy |
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|
2018
Q2 | $333K | Buy |
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|
2018
Q1 | $294K | Sell |
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|
2017
Q4 | $338K | Sell |
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|
2017
Q3 | $316K | Buy |
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