Polaris Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $273K | Buy |
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|
2023
Q2 | $262K | Sell |
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|
2023
Q1 | $368K | Hold |
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|
2022
Q4 | $384K | Hold |
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|
2022
Q3 | $356K | Hold |
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|
2022
Q2 | $361K | Sell |
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|
2022
Q1 | $479K | Hold |
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|
2021
Q4 | $527K | Hold |
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|
2021
Q3 | $520K | Hold |
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|
2021
Q2 | $504K | Sell |
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|
2021
Q1 | $561K | Buy |
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|
2020
Q4 | $467K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $2.81M | Sell |
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|
2019
Q1 | $5.17M | Buy |
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|
2018
Q4 | $4.58M | Buy |
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|
2018
Q3 | $4.52M | Sell |
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|
2018
Q2 | $4.16M | Sell |
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|
2018
Q1 | $4.17M | Sell |
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|
2017
Q4 | $4.67M | Sell |
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|
2017
Q3 | $4.47M | Buy |
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|
2017
Q2 | $3.76M | Buy |
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|
2017
Q1 | $3.39M | Sell |
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|
2016
Q4 | $3.24M | Sell |
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|
2016
Q3 | $3.33M | Buy |
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|
2016
Q2 | $3.04M | Buy |
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|
2016
Q1 | $2.52M | Buy |
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