Patriot Financial Group Insurance Agency’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 | $212K | Sell |
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|
2025
Q2 | $264K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $209K | Sell |
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|
2022
Q4 | $327K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $97K | Sell |
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|
2022
Q1 | $225K | Sell |
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|
2021
Q4 | $434K | Sell |
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|
2021
Q3 | $500K | Sell |
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|
2021
Q2 | $955K | Buy |
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|
2021
Q1 | $837K | Buy |
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|
2020
Q4 | $710K | Buy |
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|
2020
Q3 | $632K | Buy |
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|
2020
Q2 | $557K | Sell |
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|
2020
Q1 | $559K | Buy |
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|
2019
Q4 | $605K | Sell |
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|
2019
Q3 | $1.12M | Buy |
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|
2019
Q2 | $325K | Buy |
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|
2019
Q1 | $233K | Buy |
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|
2018
Q4 | $136K | Buy |
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|
2018
Q3 | $129K | Buy |
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|
2018
Q2 | $5K | Sell |
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|
2018
Q1 | $136K | Buy |
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|
2017
Q4 | $121K | Buy |
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|
2017
Q3 | $28K | Buy |
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|
2017
Q2 | $17K | Buy |
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