Colonial Trust’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
Q1 | – | Sell |
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|
2024
Q4 | $186K | Hold |
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|
2024
Q3 | $182K | Hold |
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|
2024
Q2 | $175K | Hold |
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|
2024
Q1 | $168K | Hold |
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|
2023
Q4 | $141K | Sell |
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|
2023
Q3 | $127K | Hold |
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|
2023
Q2 | $131K | Sell |
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|
2023
Q1 | $395K | Sell |
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|
2022
Q4 | $419K | Sell |
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|
2022
Q3 | $378K | Buy |
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