Cyndeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $613K | Hold |
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|
2025
Q4 | $640K | Sell |
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|
2025
Q3 | $658K | Sell |
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|
2025
Q2 | $622K | Sell |
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|
2025
Q1 | $541K | Sell |
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|
2024
Q4 | $1.55M | Buy |
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|
2024
Q3 | $606K | Sell |
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|
2024
Q2 | $1.44M | Buy |
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|
2024
Q1 | $1.24M | Buy |
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|
2023
Q4 | $776K | Buy |
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|
2023
Q3 | $249K | Buy |
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