Cabot Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $224K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $395K | Sell |
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|
2022
Q2 | $648K | Sell |
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|
2022
Q1 | $7.19M | Sell |
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|
2021
Q4 | $11M | Buy |
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|
2021
Q3 | $10.2M | Buy |
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|
2021
Q2 | $9.97M | Buy |
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|
2021
Q1 | $8.76M | Buy |
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|
2020
Q4 | $8.26M | Buy |
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|
2020
Q3 | $5.75M | Buy |
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|
2020
Q2 | $1.94M | Buy |
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