Montecito Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $201K | Sell |
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|
2021
Q4 | $222K | Sell |
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|
2021
Q3 | $217K | Sell |
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|
2021
Q2 | $332K | Sell |
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|
2021
Q1 | $310K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $827K | Buy |
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|
2019
Q2 | $452K | Sell |
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|
2019
Q1 | $496K | Sell |
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|
2018
Q4 | $752K | Sell |
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|
2018
Q3 | $4.23M | Sell |
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|
2018
Q2 | $4.17M | Sell |
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|
2018
Q1 | $4.46M | Buy |
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