Regal Wealth 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
Q4 | $275K | Sell |
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|
2023
Q3 | $290K | Sell |
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|
2023
Q2 | $344K | Sell |
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|
2023
Q1 | $2.31M | Sell |
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|
2022
Q4 | $3.24M | Sell |
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|
2022
Q3 | $3.09M | Buy |
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|
2022
Q2 | $2.96M | Sell |
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|
2022
Q1 | $3.51M | Sell |
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|
2021
Q4 | $3.99M | Sell |
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|
2021
Q3 | $4.72M | Sell |
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|
2021
Q2 | $4.71M | Sell |
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|
2021
Q1 | $7.82M | Buy |
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|
2020
Q4 | $7.83M | Buy |
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|
2020
Q3 | $6.23M | Sell |
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|
2020
Q2 | $5.71M | Sell |
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|
2020
Q1 | $4.68M | Sell |
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|
2019
Q4 | $7.31M | Buy |
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|
2019
Q3 | $6.85M | Sell |
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|
2019
Q2 | $7.02M | Buy |
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|
2019
Q1 | $6.47M | Buy |
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|
2018
Q4 | $4.31M | Buy |
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|
2018
Q3 | $4.72M | Buy |
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|
2018
Q2 | $539K | Buy |
|