Plotkin Financial 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 | $4.66M | Sell |
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|
2025
Q1 | $3.96M | Sell |
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|
2024
Q4 | $4.08M | Sell |
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|
2024
Q3 | $4.06M | Sell |
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|
2024
Q2 | $3.95M | Sell |
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|
2024
Q1 | $3.81M | Sell |
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|
2023
Q4 | $3.27M | Sell |
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|
2023
Q3 | $3.32M | Sell |
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|
2023
Q2 | $3.59M | Sell |
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|
2023
Q1 | $3.69M | Sell |
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|
2022
Q4 | $3.99M | Sell |
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|
2022
Q3 | $3.59M | Sell |
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|
2022
Q2 | $3.82M | Sell |
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|
2022
Q1 | $5.22M | Sell |
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|
2021
Q4 | $5.89M | Sell |
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|
2021
Q3 | $5.75M | Sell |
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|
2021
Q2 | $6.01M | Sell |
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|
2021
Q1 | $5.7M | Sell |
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|
2020
Q4 | $6.61M | Buy |
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|
2020
Q3 | $3.72M | Sell |
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|
2020
Q2 | $5.74M | Sell |
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|
2020
Q1 | $4.93M | Sell |
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|
2019
Q4 | $6.13M | Buy |
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