Biondo Investment 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 | $3.25M | Buy |
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|
2025
Q2 | $2.97M | Buy |
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|
2025
Q1 | $2.48M | Sell |
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|
2024
Q4 | $2.75M | Buy |
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|
2024
Q3 | $2.6M | Buy |
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|
2024
Q2 | $2.49M | Buy |
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|
2024
Q1 | $2.36M | Buy |
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|
2023
Q4 | $1.94M | Buy |
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|
2023
Q3 | $1.69M | Buy |
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|
2023
Q2 | $1.67M | Buy |
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|
2023
Q1 | $1.53M | Buy |
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|
2022
Q4 | $1.58M | Buy |
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|
2022
Q3 | $1.38M | Buy |
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|
2022
Q2 | $1.35M | Buy |
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|
2022
Q1 | $1.53M | Buy |
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|
2021
Q4 | $1.45M | Buy |
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|
2021
Q3 | $1.3M | Buy |
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|
2021
Q2 | $1.28M | Buy |
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|
2021
Q1 | $1.16M | Buy |
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|
2020
Q4 | $1.14M | Sell |
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|
2020
Q3 | $1.07M | Buy |
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|
2020
Q2 | $901K | Buy |
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|
2020
Q1 | $673K | Sell |
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|
2019
Q4 | $794K | Buy |
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|
2019
Q3 | $727K | Buy |
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|
2019
Q2 | $713K | Buy |
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|
2019
Q1 | $593K | Buy |
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|
2018
Q4 | $492K | Buy |
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|
2018
Q3 | $577K | Buy |
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|
2018
Q2 | $500K | Buy |
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