Consolidated Planning Corp’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
Q2 | $16.2M | Sell |
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|
2025
Q1 | $14.3M | Buy |
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|
2024
Q4 | $14.5M | Buy |
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|
2024
Q3 | $13.9M | Buy |
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|
2024
Q2 | $12.6M | Sell |
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|
2024
Q1 | $12.3M | Buy |
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|
2023
Q4 | $10.2M | Buy |
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|
2023
Q3 | $6.72M | Sell |
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|
2023
Q2 | $7.35M | Buy |
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|
2023
Q1 | $6.33M | Sell |
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|
2022
Q4 | $6.71M | Buy |
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|
2022
Q3 | $5.61M | Sell |
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|
2022
Q2 | $5.91M | Buy |
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|
2022
Q1 | $5.96M | Buy |
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|
2021
Q4 | $6.36M | Buy |
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|
2021
Q3 | $5.66M | Buy |
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|
2021
Q2 | $5.39M | Buy |
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|
2021
Q1 | $4.93M | Buy |
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|
2020
Q4 | $4.74M | Buy |
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|
2020
Q3 | $4.23M | Sell |
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|
2020
Q2 | $3.83M | Buy |
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|
2020
Q1 | $2.78M | Buy |
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|
2019
Q4 | $2.88M | Buy |
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