Capital Planning’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 | $8.64M | Sell |
|
|||||
|
2025
Q2 | $8.1M | Sell |
|
|||||
|
2025
Q1 | $7.04M | Sell |
|
|||||
|
2024
Q4 | $7.34M | Sell |
|
|||||
|
2024
Q3 | $7.23M | Buy |
|
|||||
|
2024
Q2 | $6.84M | Buy |
|
|||||
|
2024
Q1 | $6.52M | Sell |
|
|||||
|
2023
Q4 | $5.68M | Sell |
|
|||||
|
2023
Q3 | $5.29M | Buy |
|
|||||
|
2023
Q2 | $5.25M | Buy |
|
|||||
|
2023
Q1 | $4.95M | Buy |
|
|||||
|
2022
Q4 | $4.52M | Sell |
|
|||||
|
2022
Q3 | $4.23M | Sell |
|
|||||
|
2022
Q2 | $4.41M | Sell |
|
|||||
|
2022
Q1 | $7.42M | Buy |
|
|||||
|
2021
Q4 | $7.97M | Buy |
|
|||||
|
2021
Q3 | $7.65M | Buy |
|
|||||
|
2021
Q2 | $7.44M | Buy |
|
|||||
|
2021
Q1 | $6.78M | Buy |
|
|||||
|
2020
Q4 | $6.61M | Buy |
|