L.M. Kohn & Company’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 | $359K | Buy |
1,492
+258
| +21% | +$62K | 0.1% | 175 |
|
|
2025
Q1 | $249K | Sell |
1,234
-6
| -0.5% | -$1.21K | 0.07% | 231 |
|
|
2024
Q4 | $257K | Hold |
1,240
| – | – | 0.07% | 214 |
|
|
2024
Q3 | $251K | Sell |
1,240
-4,687
| -79% | -$950K | 0.06% | 231 |
|
|
2024
Q2 | $1.16M | Buy |
5,927
+475
| +9% | +$92.6K | 0.31% | 61 |
|
|
2024
Q1 | $1.02M | Buy |
+5,452
| New | +$1.02M | 0.29% | 72 |
|