GoalVest 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
Q1 | – | Sell |
-16
| Closed | -$3.31K | – | 526 |
|
|
2024
Q4 | $3.31K | Buy |
+16
| New | +$3.31K | ﹤0.01% | 326 |
|
|
2023
Q4 | – | Sell |
-15
| Closed | -$2.1K | – | 454 |
|
|
2023
Q3 | $2.1K | Buy |
+15
| New | +$2.1K | ﹤0.01% | 421 |
|
|
2021
Q1 | – | Sell |
-9
| Closed | -$1K | – | 212 |
|
|
2020
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 196 |
|