Oxinas Partners 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
Q3 | $556K | Sell |
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|
2025
Q2 | $556K | Sell |
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|
2025
Q1 | $473K | Buy |
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|
2024
Q4 | $474K | Sell |
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|
2024
Q3 | $542K | Sell |
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|
2024
Q2 | $523K | Sell |
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|
2024
Q1 | $545K | Sell |
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|
2023
Q4 | $457K | Sell |
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|
2023
Q3 | $411K | Hold |
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|
2023
Q2 | $424K | Buy |
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|
2023
Q1 | $409K | Buy |
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|
2022
Q4 | $427K | Sell |
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|
2022
Q3 | $412K | Sell |
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|
2022
Q2 | $431K | Sell |
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|
2022
Q1 | $533K | Buy |
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|
2021
Q4 | $568K | Buy |
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|
2021
Q3 | $543K | Buy |
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|
2021
Q2 | $534K | Sell |
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|
2021
Q1 | $523K | Sell |
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|
2020
Q4 | $526K | Buy |
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