Perissos Private Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $655K | Buy |
2,726
+1
| +0% | +$240 | 0.52% | 45 |
|
|
2025
Q1 | $551K | Buy |
2,725
+2
| +0.1% | +$404 | 0.5% | 45 |
|
|
2024
Q4 | $564K | Sell |
2,723
-90
| -3% | -$18.6K | 0.42% | 52 |
|
|
2024
Q3 | $570K | Sell |
2,813
-97
| -3% | -$19.7K | 0.46% | 52 |
|
|
2024
Q2 | $567K | Sell |
2,910
-16,988
| -85% | -$3.31M | 0.51% | 49 |
|
|
2024
Q1 | $3.73M | Buy |
+19,898
| New | +$3.73M | 3.38% | 6 |
|