Dowling & Yahnke’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $522K | Hold |
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|
2022
Q2 | $542K | Hold |
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|
2022
Q1 | $669K | Hold |
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|
2021
Q4 | $723K | Hold |
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|
2021
Q3 | $698K | Hold |
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|
2021
Q2 | $690K | Hold |
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|
2021
Q1 | $640K | Hold |
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|
2020
Q4 | $641K | Hold |
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|
2020
Q3 | $586K | Hold |
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|
2020
Q2 | $521K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $5K | Buy |
|