Prism 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $356K | Sell |
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|
2024
Q1 | $402K | Hold |
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|
2023
Q4 | $337K | Sell |
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|
2023
Q3 | $349K | Hold |
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|
2023
Q2 | $360K | Sell |
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|
2023
Q1 | $350K | Buy |
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|
2022
Q4 | $343K | Sell |
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|
2022
Q3 | $513K | Sell |
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|
2022
Q2 | $548K | Sell |
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|
2022
Q1 | $686K | Sell |
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|
2021
Q4 | $838K | Sell |
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|
2021
Q3 | $1M | Sell |
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|
2021
Q2 | $5.69M | Sell |
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|
2021
Q1 | $11.6M | Sell |
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|
2020
Q4 | $12.2M | Sell |
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|
2020
Q3 | $11.8M | Sell |
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|
2020
Q2 | $11.9M | Buy |
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