Concord Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $19K | Hold |
|
|||||
|
2025
Q2 | $17.8K | Buy |
|
|||||
|
2025
Q1 | $13.3K | Hold |
|
|||||
|
2024
Q4 | $13.7K | Hold |
|
|||||
|
2024
Q3 | $13.4K | Hold |
|
|||||
|
2024
Q2 | $12.9K | Hold |
|
|||||
|
2024
Q1 | $12.4K | Sell |
|
|||||
|
2023
Q4 | $57.9K | Hold |
|
|||||
|
2023
Q3 | $51.5K | Hold |
|
|||||
|
2023
Q2 | $53.2K | Hold |
|
|||||
|
2023
Q1 | $51.3K | Sell |
|
|||||
|
2022
Q4 | $72.7K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $108K | Buy |
|
|||||
|
2022
Q1 | $122K | Buy |
|
|||||
|
2021
Q4 | $117K | Buy |
|