Caldwell Trust’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3K | Hold |
68
|
|
||||
|
2025
Q1 | $13.7K | Buy |
68
+58
|
|
||||
|
2024
Q4 | $2.07K | Buy |
+10
|
|
||||
|
2022
Q1 | – | Sell |
-122
|
|
||||
|
2021
Q4 | $22.2K | Hold |
122
|
|
||||
|
2021
Q3 | $21.4K | Hold |
122
|
|
||||
|
2021
Q2 | $21.2K | Hold |
122
|
|
||||
|
2021
Q1 | $19.6K | Hold |
122
|
|
||||
|
2020
Q4 | $19.7K | Hold |
122
|
|
||||
|
2020
Q3 | $18K | Hold |
122
|
|
||||
|
2020
Q2 | $16K | Hold |
122
|
|
||||
|
2020
Q1 | $13K | Hold |
122
|
|
||||
|
2019
Q4 | $15.3K | Buy |
+122
|
|