Oakwell Private Wealth Management’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 | $1.46M | Sell |
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|
2025
Q1 | $1.23M | Sell |
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|
2024
Q4 | $1.27M | Sell |
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|
2024
Q3 | $1.28M | Hold |
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|
2024
Q2 | $1.23M | Hold |
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|
2024
Q1 | $1.18M | Hold |
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|
2023
Q4 | $987K | Sell |
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|
2023
Q3 | $937K | Sell |
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|
2023
Q2 | $991K | Hold |
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|
2023
Q1 | $955K | Hold |
|
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|
2022
Q4 | $1M | Sell |
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|
2022
Q3 | $1.15M | Buy |
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|
2022
Q2 | $971K | Sell |
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|
2022
Q1 | $1.48M | Sell |
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|
2021
Q4 | $1.74M | Sell |
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|
2021
Q3 | $1.72M | Buy |
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|
2021
Q2 | $1.51M | Sell |
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|
2021
Q1 | $1.46M | Hold |
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|
2020
Q4 | $1.46M | Buy |
|