Cyndeo Wealth Partners’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
Q2 | $622K | Sell |
2,588
-88
| -3% | -$21.1K | 0.04% | 282 |
|
|
2025
Q1 | $541K | Sell |
2,676
-4,796
| -64% | -$969K | 0.04% | 285 |
|
|
2024
Q4 | $1.55M | Buy |
7,472
+4,485
| +150% | +$928K | 0.1% | 181 |
|
|
2024
Q3 | $606K | Sell |
2,987
-4,413
| -60% | -$895K | 0.04% | 270 |
|
|
2024
Q2 | $1.44M | Buy |
7,400
+778
| +12% | +$152K | 0.11% | 184 |
|
|
2024
Q1 | $1.24M | Buy |
6,622
+1,674
| +34% | +$314K | 0.1% | 184 |
|
|
2023
Q4 | $776K | Buy |
4,948
+3,164
| +177% | +$496K | 0.07% | 209 |
|
|
2023
Q3 | $249K | Buy |
+1,784
| New | +$249K | 0.03% | 297 |
|