Cape Investment Advisory’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 | $195K | Buy |
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2025
Q2 | $156K | Buy |
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2025
Q1 | $122K | Buy |
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|
2024
Q4 | $119K | Buy |
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|
2024
Q3 | $15.2K | Sell |
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|
2024
Q2 | $15.8K | Sell |
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|
2024
Q1 | $24.2K | Sell |
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|
2023
Q4 | $42.2K | Sell |
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|
2023
Q3 | $88.4K | Hold |
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|
2023
Q2 | $91.3K | Hold |
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|
2023
Q1 | $88K | Buy |
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