Physician Wealth Advisors’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 | $1.88M | Sell |
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|
2025
Q1 | $1.6M | Buy |
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|
2024
Q4 | $1.64M | Buy |
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|
2024
Q3 | $1.64M | Hold |
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|
2024
Q2 | $1.6M | Buy |
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|
2024
Q1 | $1.44M | Buy |
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|
2023
Q4 | $1.3M | Sell |
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|
2023
Q3 | $1.14M | Buy |
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|
2023
Q2 | $1.16M | Sell |
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|
2023
Q1 | $1.15M | Sell |
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|
2022
Q4 | $3.8M | Buy |
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|
2022
Q3 | $1.15M | Buy |
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|
2022
Q2 | $1.16M | Sell |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $1.42M | Sell |
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|
2021
Q3 | $1.51M | Sell |
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|
2021
Q2 | $3.8M | Buy |
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|
2021
Q1 | $3.41M | Sell |
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|
2020
Q4 | $3.95M | Buy |
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|
2020
Q3 | $1.13M | Buy |
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|
2020
Q2 | $1.12M | Buy |
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|
2020
Q1 | $884K | Sell |
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|
2019
Q4 | $1.11M | Sell |
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|
2019
Q3 | $1.06M | Buy |
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