Guardian Wealth Advisors (North Carolina)’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 | $7.93K | Sell |
33
-143
| -81% | -$34.4K | ﹤0.01% | 490 |
|
|
2025
Q1 | $35.6K | Buy |
176
+79
| +81% | +$16K | ﹤0.01% | 401 |
|
|
2024
Q4 | $20.1K | Buy |
+97
| New | +$20.1K | ﹤0.01% | 412 |
|
|
2023
Q3 | – | Sell |
-14
| Closed | -$2.02K | – | 439 |
|
|
2023
Q2 | $2.02K | Hold |
14
| – | – | ﹤0.01% | 388 |
|
|
2023
Q1 | $1.95K | Hold |
14
| – | – | ﹤0.01% | 380 |
|
|
2022
Q4 | $2.04K | Buy |
+14
| New | +$2.04K | ﹤0.01% | 350 |
|