Bordeaux Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,260
| Closed | -$255K | – | 169 |
|
|
2025
Q1 | $255K | Buy |
1,260
+157
| +14% | +$31.7K | 0.05% | 130 |
|
|
2024
Q4 | $228K | Hold |
1,103
| – | – | 0.04% | 144 |
|
|
2024
Q3 | $224K | Sell |
1,103
-8
| -0.7% | -$1.62K | 0.04% | 148 |
|
|
2024
Q2 | $217K | Buy |
1,111
+8
| +0.7% | +$1.56K | 0.04% | 130 |
|
|
2024
Q1 | $207K | Buy |
+1,103
| New | +$207K | 0.07% | 111 |
|