Perigon 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 | $2.92M | Sell |
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|
2025
Q2 | $2.77M | Buy |
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|
2025
Q1 | $459K | Sell |
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|
2024
Q4 | $5.05M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $216K | Sell |
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|
2023
Q1 | $1.87M | Buy |
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|
2022
Q4 | $1.48M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $205K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.67M | Buy |
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|
2021
Q1 | $1.49M | Buy |
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|
2020
Q4 | $31K | Buy |
|