Cassady Schiller Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $273K | Hold |
1,319
| – | – | 0.1% | 98 |
|
|
2024
Q3 | $267K | Hold |
1,319
| – | – | 0.1% | 98 |
|
|
2024
Q2 | $257K | Hold |
1,319
| – | – | 0.1% | 95 |
|
|
2024
Q1 | $247K | Hold |
1,319
| – | – | 0.11% | 103 |
|
|
2023
Q4 | $207K | Hold |
1,319
| – | – | 0.1% | 105 |
|
|
2023
Q3 | $184K | Hold |
1,319
| – | – | 0.1% | 107 |
|
|
2023
Q2 | $167K | Hold |
1,319
| – | – | 0.09% | 116 |
|
|
2023
Q1 | $192K | Buy |
1,319
+1,211
| +1,121% | +$176K | 0.09% | 104 |
|
|
2022
Q4 | $15.8K | Buy |
+108
| New | +$15.8K | 0.01% | 286 |
|