Sculati Wealth Management’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 | $219K | Sell |
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|
2024
Q1 | $238K | Sell |
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|
2023
Q4 | $201K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $263K | Hold |
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|
2022
Q4 | $277K | Sell |
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|
2022
Q3 | $249K | Hold |
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|
2022
Q2 | $259K | Sell |
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|
2022
Q1 | $392K | Buy |
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|
2021
Q4 | $407K | Buy |
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|
2021
Q3 | $360K | Buy |
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|
2021
Q2 | $341K | Buy |
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|
2021
Q1 | $315K | Hold |
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|
2020
Q4 | $315K | Hold |
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|
2020
Q3 | $288K | Buy |
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|
2020
Q2 | $256K | Hold |
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|
2020
Q1 | $208K | Buy |
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|
2019
Q4 | $220K | Buy |
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