Duncker Streett & Co’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 | $28.8K | Hold |
120
| – | – | 0.01% | 360 |
|
|
2025
Q1 | $24.3K | Hold |
120
| – | – | ﹤0.01% | 365 |
|
|
2024
Q4 | $24.8K | Buy |
+120
| New | +$24.8K | ﹤0.01% | 379 |
|
|
2021
Q1 | – | Sell |
-81
| Closed | -$13K | – | 523 |
|
|
2020
Q4 | $13K | Hold |
81
| – | – | ﹤0.01% | 433 |
|
|
2020
Q3 | $12K | Hold |
81
| – | – | ﹤0.01% | 421 |
|
|
2020
Q2 | $11K | Hold |
81
| – | – | ﹤0.01% | 436 |
|
|
2020
Q1 | $9K | Hold |
81
| – | – | ﹤0.01% | 445 |
|
|
2019
Q4 | $10K | Buy |
+81
| New | +$10K | ﹤0.01% | 468 |
|