Pinnacle Wealth Management Advisory Group’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 | $1.26M | Buy |
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|
2025
Q2 | $364K | Buy |
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|
2025
Q1 | $305K | Sell |
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|
2024
Q4 | $357K | Buy |
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|
2024
Q3 | $330K | Hold |
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|
2024
Q2 | $317K | Sell |
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|
2024
Q1 | $307K | Buy |
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|
2023
Q4 | $245K | Sell |
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|
2023
Q3 | $237K | Sell |
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|
2023
Q2 | $274K | Sell |
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|
2023
Q1 | $373K | Sell |
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|
2022
Q4 | $444K | Buy |
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|
2022
Q3 | $393K | Sell |
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|
2022
Q2 | $549K | Buy |
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|
2022
Q1 | $675K | Buy |
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|
2021
Q4 | $713K | Buy |
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|
2021
Q3 | $649K | Sell |
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|
2021
Q2 | $646K | Buy |
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|
2021
Q1 | $583K | Sell |
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|
2020
Q4 | $674K | Sell |
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|
2020
Q3 | $1.01M | Buy |
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|
2020
Q2 | $878K | Sell |
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|
2020
Q1 | $776K | Buy |
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|
2019
Q4 | $880K | Sell |
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|
2019
Q3 | $838K | Buy |
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|
2019
Q2 | $650K | Sell |
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|
2019
Q1 | $715K | Buy |
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|
2018
Q4 | $540K | Buy |
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|
2018
Q3 | $547K | Buy |
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|
2018
Q2 | $352K | Buy |
|