Coppell Advisory Solutions’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
Q1 | – | Sell |
-33
| Closed | -$6.86K | – | 1289 |
|
|
2024
Q4 | $6.86K | Hold |
33
| – | – | ﹤0.01% | 1240 |
|
|
2024
Q3 | $6.66K | Hold |
33
| – | – | ﹤0.01% | 1198 |
|
|
2024
Q2 | $6.43K | Buy |
+33
| New | +$6.43K | ﹤0.01% | 1135 |
|
|
2023
Q4 | $1.03M | Sell |
6,584
-742
| -10% | -$116K | 0.21% | 108 |
|
|
2023
Q3 | $1.07M | Buy |
+7,326
| New | +$1.07M | 0.37% | 67 |
|
|
2023
Q1 | – | Sell |
-7,326
| Closed | -$1.07M | – | 745 |
|
|
2022
Q4 | $1.07M | Buy |
+7,326
| New | +$1.07M | 0.36% | 71 |
|