Benjamin F. Edwards & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $791K | Buy |
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|
2024
Q1 | $150K | Hold |
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|
2023
Q4 | $126K | Hold |
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|
2023
Q3 | $112K | Hold |
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|
2023
Q2 | $115K | Sell |
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|
2023
Q1 | $319K | Sell |
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|
2022
Q4 | $406K | Buy |
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|
2022
Q3 | $105K | Hold |
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|
2022
Q2 | $109K | Hold |
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|
2022
Q1 | $135K | Hold |
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|
2021
Q4 | $145K | Hold |
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|
2021
Q3 | $140K | Sell |
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|
2021
Q2 | $458K | Sell |
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|
2021
Q1 | $426K | Buy |
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|
2020
Q4 | $129K | Sell |
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|
2020
Q3 | $377K | Sell |
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|
2020
Q2 | $569K | Hold |
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|
2020
Q1 | $462K | Sell |
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|
2019
Q4 | $552K | Sell |
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|
2019
Q3 | $542K | Buy |
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|
2019
Q2 | $480K | Sell |
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|
2019
Q1 | $458K | Buy |
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|
2018
Q4 | $396K | Sell |
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|
2018
Q3 | $479K | Sell |
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|
2018
Q2 | $453K | Hold |
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|
2018
Q1 | $437K | Buy |
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|
2017
Q4 | $407K | Hold |
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|
2017
Q3 | $377K | Sell |
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|
2017
Q2 | $390K | Buy |
|