Kingsview Wealth Management’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 | $562K | Buy |
2,338
+1,095
| +88% | +$263K | 0.01% | 731 |
|
|
2025
Q1 | $251K | Sell |
1,243
-87
| -7% | -$17.6K | ﹤0.01% | 952 |
|
|
2024
Q4 | $275K | Buy |
1,330
+202
| +18% | +$41.8K | 0.01% | 941 |
|
|
2024
Q3 | $229K | Buy |
1,128
+75
| +7% | +$15.2K | ﹤0.01% | 979 |
|
|
2024
Q2 | $205K | Buy |
+1,053
| New | +$205K | ﹤0.01% | 982 |
|
|
2023
Q1 | – | Sell |
-1,612
| Closed | -$235K | – | 930 |
|
|
2022
Q4 | $235K | Hold |
1,612
| – | – | 0.01% | 745 |
|
|
2022
Q3 | $211K | Buy |
1,612
+39
| +2% | +$5.11K | 0.01% | 743 |
|
|
2022
Q2 | $215K | Sell |
1,573
-270
| -15% | -$36.9K | 0.01% | 748 |
|
|
2022
Q1 | $310K | Sell |
1,843
-479
| -21% | -$80.6K | 0.01% | 691 |
|
|
2021
Q4 | $422K | Sell |
2,322
-154
| -6% | -$28K | 0.02% | 619 |
|
|
2021
Q3 | $435K | Sell |
2,476
-88
| -3% | -$15.5K | 0.02% | 584 |
|
|
2021
Q2 | $445K | Sell |
2,564
-53
| -2% | -$9.2K | 0.02% | 589 |
|
|
2021
Q1 | $428K | Sell |
2,617
-133
| -5% | -$21.8K | 0.02% | 537 |
|
|
2020
Q4 | $444K | Sell |
2,750
-4,052
| -60% | -$654K | 0.03% | 470 |
|
|
2020
Q3 | $1M | Sell |
6,802
-1,110
| -14% | -$164K | 0.09% | 221 |
|
|
2020
Q2 | $1.04M | Buy |
7,912
+4,814
| +155% | +$630K | 0.1% | 199 |
|
|
2020
Q1 | $330K | Buy |
3,098
+764
| +33% | +$81.4K | 0.04% | 331 |
|
|
2019
Q4 | $293K | Sell |
2,334
-3,512
| -60% | -$441K | 0.04% | 367 |
|
|
2019
Q3 | $697K | Sell |
5,846
-1,674
| -22% | -$200K | 0.11% | 205 |
|
|
2019
Q2 | $892K | Buy |
7,520
+4,785
| +175% | +$568K | 0.15% | 166 |
|
|
2019
Q1 | $307K | Buy |
2,735
+9
| +0.3% | +$1.01K | 0.05% | 350 |
|
|
2018
Q4 | $273K | Buy |
+2,726
| New | +$273K | 0.06% | 297 |
|
|
2018
Q1 | – | Sell |
-2,142
| Closed | -$221K | – | 323 |
|
|
2017
Q4 | $221K | Buy |
+2,142
| New | +$221K | 0.08% | 286 |
|