Janiczek Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $179K | Sell |
|
|||||
|
2024
Q1 | $175K | Hold |
|
|||||
|
2023
Q4 | $146K | Hold |
|
|||||
|
2023
Q3 | $130K | Hold |
|
|||||
|
2023
Q2 | $134K | Hold |
|
|||||
|
2023
Q1 | $134K | Hold |
|
|||||
|
2022
Q4 | $136K | Sell |
|
|||||
|
2022
Q3 | $127K | Buy |
|
|||||
|
2022
Q2 | $134K | Hold |
|
|||||
|
2022
Q1 | $157K | Hold |
|
|||||
|
2021
Q4 | $169K | Buy |
|
|||||
|
2021
Q3 | $125K | Hold |
|
|||||
|
2021
Q2 | $124K | Hold |
|
|||||
|
2021
Q1 | $115K | Sell |
|
|||||
|
2020
Q4 | $12.7M | Buy |
|
|||||
|
2020
Q3 | $11.5M | Buy |
|
|||||
|
2020
Q2 | $10.2M | Buy |
|
|||||
|
2020
Q1 | $7.84M | Buy |
|
|||||
|
2019
Q4 | $18K | Hold |
|
|||||
|
2019
Q3 | $17K | Hold |
|
|||||
|
2019
Q2 | $17K | Hold |
|
|||||
|
2019
Q1 | $16K | Hold |
|
|||||
|
2018
Q4 | $14K | Hold |
|
|||||
|
2018
Q3 | $17K | Hold |
|
|||||
|
2018
Q2 | $15K | Buy |
|