FSC Wealth Advisors’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
Q2 | – | Sell |
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|
2025
Q1 | $21.7K | Hold |
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|
2024
Q4 | $22.2K | Hold |
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|
2024
Q3 | $21.8K | Hold |
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|
2024
Q2 | $20.9K | Hold |
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|
2024
Q1 | $20.1K | Sell |
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|
2023
Q4 | $22.3K | Sell |
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|
2023
Q3 | $32K | Hold |
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|
2023
Q2 | $33K | Hold |
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|
2023
Q1 | $31.8K | Hold |
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|
2022
Q4 | $33.4K | Hold |
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|
2022
Q3 | $30K | Sell |
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|
2022
Q2 | $36K | Sell |
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|
2022
Q1 | $62K | Hold |
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|
2021
Q4 | $67K | Buy |
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