Foster Dykema Cabot & Partners’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 | $19.5K | Sell |
81
-19
| -19% | -$4.57K | ﹤0.01% | 256 |
|
|
2025
Q1 | $20.2K | Sell |
100
-23
| -19% | -$4.65K | ﹤0.01% | 249 |
|
|
2024
Q4 | $25.5K | Sell |
123
-44
| -26% | -$9.1K | ﹤0.01% | 246 |
|
|
2024
Q3 | $33.9K | Hold |
167
| – | – | ﹤0.01% | 259 |
|
|
2024
Q2 | $32.5K | Sell |
167
-177
| -51% | -$34.5K | ﹤0.01% | 196 |
|
|
2024
Q1 | $64.4K | Hold |
344
| – | – | 0.01% | 167 |
|
|
2023
Q4 | $54K | Buy |
+344
| New | +$54K | 0.01% | 149 |
|