Royal Harbor Partners’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
Q3 | $294K | Hold |
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|
2025
Q2 | $275K | Hold |
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|
2025
Q1 | $232K | Hold |
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|
2024
Q4 | $237K | Hold |
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|
2024
Q3 | $232K | Hold |
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|
2024
Q2 | $223K | Hold |
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|
2024
Q1 | $215K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $216K | Hold |
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|
2021
Q4 | $233K | Hold |
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|
2021
Q3 | $225K | Hold |
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|
2021
Q2 | $222K | Hold |
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|
2021
Q1 | $206K | Hold |
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|
2020
Q4 | $207K | Buy |
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