Bison Wealth’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
Q4
$651K Buy
2024
Q3
$611K Buy
2022
Q2
Sell
2022
Q1
$207K Buy
2021
Q4
Sell
2021
Q3
$8K Hold
2021
Q2
$7K Sell
2021
Q1
$13K Hold
2020
Q4
$13K Buy
2020
Q3
$6K Sell
2020
Q2
$10K Buy