Marino Stram & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
|
|||||
|
2025
Q1 | $1.3M | Buy |
|
|||||
|
2024
Q4 | $1.29M | Buy |
|
|||||
|
2024
Q3 | $1.16M | Buy |
|
|||||
|
2024
Q2 | $1.1M | Sell |
|
|||||
|
2024
Q1 | $1.06M | Sell |
|
|||||
|
2023
Q4 | $907K | Sell |
|
|||||
|
2023
Q3 | $811K | Buy |
|
|||||
|
2023
Q2 | $838K | Buy |
|
|||||
|
2023
Q1 | $804K | Sell |
|
|||||
|
2022
Q4 | $966K | Buy |
|
|||||
|
2022
Q3 | $784K | Sell |
|
|||||
|
2022
Q2 | $818K | Buy |
|
|||||
|
2022
Q1 | $992K | Buy |
|
|||||
|
2021
Q4 | $1.07M | Sell |
|
|||||
|
2021
Q3 | $1.05M | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $1.02M | Sell |
|
|||||
|
2020
Q4 | $1.05M | Buy |
|
|||||
|
2020
Q3 | $954K | Sell |
|
|||||
|
2020
Q2 | $856K | Buy |
|
|||||
|
2020
Q1 | $664K | Sell |
|
|||||
|
2019
Q4 | $915K | Sell |
|
|||||
|
2019
Q3 | $905K | Sell |
|
|||||
|
2019
Q2 | $1.04M | Buy |
|
|||||
|
2019
Q1 | $904K | Sell |
|
|||||
|
2018
Q4 | $875K | Buy |
|
|||||
|
2018
Q3 | $796K | Buy |
|
|||||
|
2018
Q2 | $632K | Buy |
|
|||||
|
2018
Q1 | $547K | Sell |
|
|||||
|
2017
Q4 | $540K | Buy |
|