Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $224K | Buy |
1,084
+59
| +6% | +$12.2K | 0.17% | 95 |
|
|
2024
Q3 | $207K | Sell |
1,025
-431
| -30% | -$87K | 0.06% | 240 |
|
|
2024
Q2 | $283K | Sell |
1,456
-179
| -11% | -$34.8K | 0.08% | 193 |
|
|
2024
Q1 | $306K | Buy |
1,635
+160
| +11% | +$30K | 0.09% | 185 |
|
|
2023
Q4 | $231K | Sell |
1,475
-1,801
| -55% | -$282K | 0.08% | 225 |
|
|
2023
Q3 | $458K | Buy |
+3,276
| New | +$458K | 0.16% | 113 |
|
|
2023
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1280 |
|
|
2022
Q4 | – | Sell |
-106
| Closed | -$13K | – | 815 |
|
|
2022
Q3 | $13K | Buy |
+106
| New | +$13K | 0.01% | 671 |
|