Cardiff Park 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 | $3.61K | Sell |
15
-1,335
| -99% | -$321K | ﹤0.01% | 345 |
|
|
2025
Q1 | $273K | Hold |
1,350
| – | – | 0.03% | 217 |
|
|
2024
Q4 | $279K | Buy |
+1,350
| New | +$279K | 0.03% | 211 |
|
|
2022
Q3 | – | Sell |
-157
| Closed | -$21K | – | 326 |
|
|
2022
Q2 | $21K | Hold |
157
| – | – | ﹤0.01% | 290 |
|
|
2022
Q1 | $26K | Hold |
157
| – | – | ﹤0.01% | 291 |
|
|
2021
Q4 | $28K | Buy |
+157
| New | +$28K | ﹤0.01% | 284 |
|