Occidental Asset 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
Q3 | $211K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $216K | Sell |
|
|||||
|
2022
Q4 | $227K | Sell |
|
|||||
|
2022
Q3 | $236K | Buy |
|
|||||
|
2022
Q2 | $224K | Sell |
|
|||||
|
2022
Q1 | $278K | Buy |
|
|||||
|
2021
Q4 | $243K | Sell |
|
|||||
|
2021
Q3 | $237K | Sell |
|
|||||
|
2021
Q2 | $327K | Buy |
|
|||||
|
2021
Q1 | $232K | Buy |
|
|||||
|
2020
Q4 | $211K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $971K | Buy |
|