Destiny 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $396K | Buy |
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|
2025
Q2 | $330K | Hold |
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|
2025
Q1 | $278K | Hold |
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|
2024
Q4 | $285K | Sell |
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|
2024
Q3 | $308K | Hold |
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|
2024
Q2 | $296K | Sell |
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|
2024
Q1 | $301K | Sell |
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|
2023
Q4 | $415K | Sell |
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|
2023
Q3 | $396K | Hold |
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|
2023
Q2 | $412K | Sell |
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|
2023
Q1 | $417K | Buy |
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|
2022
Q4 | $377K | Buy |
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|
2022
Q3 | $147K | Sell |
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|
2022
Q2 | $233K | Sell |
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|
2022
Q1 | $423K | Sell |
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|
2021
Q4 | $580K | Hold |
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|
2021
Q3 | $561K | Sell |
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|
2021
Q2 | $697K | Sell |
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|
2021
Q1 | $727K | Sell |
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|
2020
Q4 | $759K | Buy |
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