D.J. St. Germain’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 | $4.33K | Hold |
18
| – | – | ﹤0.01% | 742 |
|
|
2025
Q1 | $3.64K | Buy |
+18
| New | +$3.64K | ﹤0.01% | 679 |
|
|
2024
Q3 | – | Sell |
-35
| Closed | -$6.82K | – | 802 |
|
|
2024
Q2 | $6.82K | Hold |
35
| – | – | ﹤0.01% | 582 |
|
|
2024
Q1 | $6.56K | Hold |
35
| – | – | ﹤0.01% | 584 |
|
|
2023
Q4 | $5.49K | Hold |
35
| – | – | ﹤0.01% | 607 |
|
|
2023
Q3 | $4.89K | Hold |
35
| – | – | ﹤0.01% | 583 |
|
|
2023
Q2 | $5.05K | Buy |
+35
| New | +$5.05K | ﹤0.01% | 587 |
|