PWA
Physician Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Sell |
7,823
-115
| -1% | -$27.6K | 0.3% | 51 |
|
|
2025
Q1 | $1.6M | Buy |
7,938
+1
| +0% | +$202 | 0.28% | 53 |
|
|
2024
Q4 | $1.64M | Buy |
7,937
+1
| +0% | +$207 | 0.28% | 55 |
|
|
2024
Q3 | $1.64M | Hold |
7,936
| – | – | 0.3% | 50 |
|
|
2024
Q2 | $1.6M | Buy |
7,936
+9
| +0.1% | +$1.81K | 0.29% | 49 |
|
|
2024
Q1 | $1.44M | Buy |
7,927
+60
| +0.8% | +$10.9K | 0.3% | 50 |
|
|
2023
Q4 | $1.3M | Sell |
7,867
-169
| -2% | -$27.9K | 0.29% | 52 |
|
|
2023
Q3 | $1.14M | Buy |
8,036
+1
| +0% | +$141 | 0.29% | 52 |
|
|
2023
Q2 | $1.16M | Sell |
8,035
-12
| -0.1% | -$1.73K | 0.29% | 51 |
|
|
2023
Q1 | $1.15M | Sell |
8,047
-18,283
| -69% | -$2.61M | 0.3% | 49 |
|
|
2022
Q4 | $3.8M | Buy |
26,330
+18,026
| +217% | +$2.6M | 1.03% | 26 |
|
|
2022
Q3 | $1.15M | Buy |
8,304
+164
| +2% | +$22.7K | 0.35% | 45 |
|
|
2022
Q2 | $1.16M | Sell |
8,140
-89
| -1% | -$12.7K | 0.34% | 48 |
|
|
2022
Q1 | $1.28M | Buy |
8,229
+77
| +0.9% | +$11.9K | 0.34% | 48 |
|
|
2021
Q4 | $1.42M | Sell |
8,152
-61
| -0.7% | -$10.6K | 0.37% | 44 |
|
|
2021
Q3 | $1.51M | Sell |
8,213
-13,733
| -63% | -$2.53M | 0.42% | 42 |
|
|
2021
Q2 | $3.8M | Buy |
21,946
+1,378
| +7% | +$239K | 1.09% | 24 |
|
|
2021
Q1 | $3.41M | Sell |
20,568
-2,030
| -9% | -$336K | 1.11% | 21 |
|
|
2020
Q4 | $3.95M | Buy |
22,598
+14,639
| +184% | +$2.56M | 1.34% | 20 |
|
|
2020
Q3 | $1.13M | Buy |
7,959
+1
| +0% | +$142 | 0.45% | 40 |
|
|
2020
Q2 | $1.12M | Buy |
7,958
+328
| +4% | +$46.2K | 0.45% | 41 |
|
|
2020
Q1 | $884K | Sell |
7,630
-983
| -11% | -$114K | 0.44% | 42 |
|
|
2019
Q4 | $1.11M | Sell |
8,613
-36
| -0.4% | -$4.64K | 0.49% | 35 |
|
|
2019
Q3 | $1.06M | Buy |
+8,649
| New | +$1.06M | 0.52% | 35 |
|