Deane Retirement Strategies’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 | $5.48M | Buy |
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|
2022
Q4 | $5.42M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $7.48M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $5.21M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $4K | Hold |
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|
2019
Q1 | $4K | Sell |
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|
2018
Q4 | $159K | Sell |
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|
2018
Q3 | $195K | Buy |
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|
2018
Q2 | $177K | Buy |
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|
2018
Q1 | $170K | Sell |
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|
2017
Q4 | $360K | Hold |
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|
2017
Q3 | $334K | Sell |
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|
2017
Q2 | $316K | Buy |
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