Centurion 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
5,722
+1,733
| +43% | +$416K | 0.39% | 60 |
|
|
2025
Q1 | $825K | Hold |
3,989
| – | – | 0.26% | 71 |
|
|
2024
Q4 | $825K | Buy |
3,989
+2,990
| +299% | +$619K | 0.26% | 71 |
|
|
2024
Q3 | $203K | Buy |
+999
| New | +$203K | 0.06% | 207 |
|
|
2023
Q1 | – | Sell |
-6,018
| Closed | -$878K | – | 158 |
|
|
2022
Q4 | $878K | Buy |
+6,018
| New | +$878K | 0.5% | 48 |
|