Clearstead Advisors’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
Q3 | $669K | Sell |
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|
2025
Q2 | $644K | Sell |
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2025
Q1 | $547K | Sell |
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|
2024
Q4 | $619K | Hold |
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|
2024
Q3 | $606K | Hold |
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|
2024
Q2 | $583K | Buy |
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|
2024
Q1 | $226K | Hold |
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|
2023
Q4 | $193K | Sell |
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|
2023
Q3 | $380K | Buy |
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|
2023
Q2 | $196K | Hold |
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|
2023
Q1 | $189K | Buy |
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|
2022
Q4 | $54.6K | Hold |
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|
2022
Q3 | $49K | Buy |
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|
2022
Q2 | $30K | Hold |
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|
2022
Q1 | $37K | Hold |
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|
2021
Q4 | $40K | Buy |
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|
2021
Q3 | $24K | Buy |
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