Financial Gravity Asset Management’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 | $12.6K | Buy |
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|
2025
Q1 | $91.8K | Buy |
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|
2024
Q2 | $188K | Sell |
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|
2024
Q1 | $470K | Sell |
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|
2023
Q4 | $1.65M | Buy |
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|
2023
Q3 | $1.38M | Buy |
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|
2023
Q2 | $1.12K | Buy |
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|
2023
Q1 | $3.7K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $2.58K | Sell |
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|
2022
Q2 | $2.69K | Sell |
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|
2022
Q1 | $3.31K | Sell |
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|
2021
Q4 | $3.58K | Buy |
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|
2021
Q3 | $176K | Hold |
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|
2021
Q2 | $173K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $17 | Buy |
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|
2019
Q4 | $14K | Sell |
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|
2019
Q3 | $195K | Buy |
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