Cedar Brook Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.78M | Sell |
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|
2023
Q4 | $1.55M | Sell |
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|
2023
Q3 | $1.4M | Buy |
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|
2023
Q2 | $1.43M | Sell |
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|
2023
Q1 | $1.38M | Sell |
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|
2022
Q4 | $1.46M | Buy |
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|
2022
Q3 | $1.3M | Sell |
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|
2022
Q2 | $1.36M | Sell |
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|
2022
Q1 | $1.92M | Sell |
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|
2021
Q4 | $2.13M | Buy |
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|
2021
Q3 | $1.72M | Sell |
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|
2021
Q2 | $2.02M | Sell |
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|
2021
Q1 | $1.96M | Buy |
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|
2020
Q4 | $1.94M | Sell |
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|
2020
Q3 | $2.58M | Buy |
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|
2020
Q2 | $1.64M | Buy |
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|
2020
Q1 | $1.28M | Buy |
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|
2019
Q4 | $1.45M | Buy |
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|
2019
Q3 | $1.13M | Buy |
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|
2019
Q2 | $1.04M | Buy |
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|
2019
Q1 | $547K | Buy |
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|
2018
Q4 | $317K | Buy |
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