Cornerstone Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $211K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $794K | Sell |
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|
2019
Q2 | $903K | Sell |
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|
2019
Q1 | $2.08M | Sell |
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|
2018
Q4 | $2.06M | Sell |
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|
2018
Q3 | $8.67M | Sell |
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|
2018
Q2 | $26.5M | Buy |
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|
2018
Q1 | $1.82M | Buy |
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|
2017
Q4 | $1.1M | Buy |
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|
2017
Q3 | $841K | Buy |
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|
2017
Q2 | $205K | Buy |
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