IBEX 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $412K | Buy |
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|
2022
Q3 | $365K | Sell |
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|
2022
Q2 | $383K | Sell |
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|
2022
Q1 | $489K | Buy |
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|
2021
Q4 | $512K | Buy |
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|
2021
Q3 | $479K | Buy |
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|
2021
Q2 | $446K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $217K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $3.32M | Buy |
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