Lumature Wealth Partners’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
Q2
$2.74K Hold
2023
Q1
$2.64K Hold
2022
Q4
$2.77K Sell
2022
Q3
$5K Hold
2022
Q2
$5K Hold
2022
Q1
$6K Sell
2021
Q4
$11K Buy
2021
Q3
$7K Sell
2021
Q2
$24K Sell
2021
Q1
$78K Sell
2020
Q4
$86K Buy