Retirement 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $455K | Buy |
|
|||||
|
2023
Q4 | $379K | Buy |
|
|||||
|
2023
Q3 | $321K | Buy |
|
|||||
|
2023
Q2 | $324K | Sell |
|
|||||
|
2023
Q1 | $492K | Sell |
|
|||||
|
2022
Q4 | $599K | Buy |
|
|||||
|
2022
Q3 | $301K | Sell |
|
|||||
|
2022
Q2 | $563K | Sell |
|
|||||
|
2022
Q1 | $737K | Sell |
|
|||||
|
2021
Q4 | $880K | Sell |
|
|||||
|
2021
Q3 | $882K | Buy |
|
|||||
|
2021
Q2 | $849K | Buy |
|
|||||
|
2021
Q1 | $776K | Sell |
|
|||||
|
2020
Q4 | $824K | Sell |
|
|||||
|
2020
Q3 | $1.46M | Buy |
|
|||||
|
2020
Q2 | $1.26M | Buy |
|
|||||
|
2019
Q4 | $1.19M | Buy |
|