DHJJ Financial Advisors’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 | $3.83K | Hold |
16
| – | – | ﹤0.01% | 633 |
|
2025
Q1 | $3.22K | Hold |
16
| – | – | ﹤0.01% | 605 |
|
2024
Q4 | $3.29K | Hold |
16
| – | – | ﹤0.01% | 580 |
|
2024
Q3 | $3.21K | Hold |
16
| – | – | ﹤0.01% | 571 |
|
2024
Q2 | $3.08K | Hold |
16
| – | – | ﹤0.01% | 532 |
|
2024
Q1 | $2.96K | Hold |
16
| – | – | ﹤0.01% | 529 |
|
2023
Q4 | $2.47K | Hold |
16
| – | – | ﹤0.01% | 530 |
|
2023
Q3 | $2.19K | Buy |
+16
| New | +$2.19K | ﹤0.01% | 537 |
|