Palumbo 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 | $682K | Buy |
|
|||||
|
2025
Q1 | $573K | Buy |
|
|||||
|
2024
Q4 | $585K | Buy |
|
|||||
|
2024
Q3 | $572K | Sell |
|
|||||
|
2024
Q2 | $560K | Sell |
|
|||||
|
2024
Q1 | $684K | Sell |
|
|||||
|
2023
Q4 | $609K | Sell |
|
|||||
|
2023
Q3 | $566K | Sell |
|
|||||
|
2023
Q2 | $612K | Buy |
|
|||||
|
2023
Q1 | $565K | Sell |
|
|||||
|
2022
Q4 | $624K | Sell |
|
|||||
|
2022
Q3 | $598K | Buy |
|
|||||
|
2022
Q2 | $618K | Sell |
|
|||||
|
2022
Q1 | $11.3M | Sell |
|
|||||
|
2021
Q4 | $12.5M | Buy |
|
|||||
|
2021
Q3 | $10.9M | Sell |
|
|||||
|
2021
Q2 | $10.9M | Buy |
|
|||||
|
2021
Q1 | $9.56M | Buy |
|
|||||
|
2020
Q4 | $9.13M | Buy |
|