Meridian Wealth Advisors’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
Q1 | – | Sell |
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|
2022
Q4 | $244K | Sell |
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|
2022
Q3 | $281K | Sell |
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|
2022
Q2 | $569K | Sell |
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|
2022
Q1 | $13.1M | Buy |
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|
2021
Q4 | $13M | Buy |
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|
2021
Q3 | $11.7M | Buy |
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|
2021
Q2 | $10.9M | Buy |
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|
2021
Q1 | $8.76M | Buy |
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|
2020
Q4 | $8.45M | Buy |
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|
2020
Q3 | $6.16M | Buy |
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|
2020
Q2 | $950K | Sell |
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|
2020
Q1 | $774K | Sell |
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|
2019
Q4 | $4.37M | Buy |
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|
2019
Q3 | $3.67M | Buy |
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