Elevate Wealth Advisory’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 | $14.4K | Hold |
60
| – | – | 0.01% | 121 |
|
|
2025
Q1 | $12.1K | Hold |
60
| – | – | 0.01% | 118 |
|
|
2024
Q4 | $12.4K | Hold |
60
| – | – | 0.01% | 109 |
|
|
2024
Q3 | $12.2K | Hold |
60
| – | – | 0.01% | 114 |
|
|
2024
Q2 | $11.7K | Hold |
60
| – | – | 0.01% | 106 |
|
|
2024
Q1 | $11.2K | Hold |
60
| – | – | 0.01% | 101 |
|
|
2023
Q4 | $9.41K | Buy |
+60
| New | +$9.41K | 0.01% | 106 |
|