CCG Wealth Management’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
Q2 | $1.91M | Hold |
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|
2025
Q1 | $1.61M | Hold |
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|
2024
Q4 | $1.65M | Hold |
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|
2024
Q3 | $1.61M | Sell |
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|
2024
Q2 | $1.56M | Sell |
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|
2024
Q1 | $1.79M | Hold |
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|
2023
Q4 | $1.5M | Sell |
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|
2023
Q3 | $1.35M | Hold |
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|
2023
Q2 | $1.4M | Sell |
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|
2023
Q1 | $1.4M | Hold |
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|
2022
Q4 | $1.47M | Buy |
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|
2022
Q3 | $1.32M | Sell |
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|
2022
Q2 | $1.43M | Sell |
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|
2022
Q1 | $1.77M | Sell |
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|
2021
Q4 | $1.92M | Sell |
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|
2021
Q3 | $1.91M | Hold |
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|
2021
Q2 | $1.89M | Hold |
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|
2021
Q1 | $1.75M | Sell |
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|
2020
Q4 | $1.76M | Sell |
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|
2020
Q3 | $1.61M | Hold |
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|
2020
Q2 | $1.44M | Sell |
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|
2020
Q1 | $2.48M | Sell |
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|
2019
Q4 | $3.18M | Sell |
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|
2019
Q3 | $3.13M | Buy |
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|
2019
Q2 | $3.12M | Buy |
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|
2019
Q1 | $2.94M | Buy |
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|
2018
Q4 | $1.35M | Buy |
|