Flagship Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $254K | Sell |
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|
2023
Q2 | $318K | Buy |
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|
2023
Q1 | $306K | Buy |
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|
2022
Q4 | $319K | Buy |
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|
2022
Q3 | $284K | Hold |
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|
2022
Q2 | $295K | Buy |
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|
2022
Q1 | $363K | Sell |
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|
2021
Q4 | $401K | Sell |
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|
2021
Q3 | $389K | Buy |
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|
2021
Q2 | $378K | Buy |
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|
2021
Q1 | $366K | Buy |
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|
2020
Q4 | $340K | Buy |
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