SeaCrest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $487K | Sell |
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|
2025
Q2 | $478K | Buy |
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|
2025
Q1 | $394K | Sell |
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|
2024
Q4 | $409K | Buy |
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|
2024
Q3 | $379K | Sell |
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|
2024
Q2 | $399K | Buy |
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|
2024
Q1 | $345K | Sell |
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|
2023
Q4 | $375K | Sell |
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|
2023
Q3 | $659K | Sell |
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|
2023
Q2 | $685K | Sell |
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|
2023
Q1 | $795K | Buy |
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|
2022
Q4 | $700K | Buy |
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|
2022
Q3 | $534K | Buy |
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|
2022
Q2 | $480K | Buy |
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|
2022
Q1 | $553K | Sell |
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|
2021
Q4 | $647K | Sell |
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|
2021
Q3 | $766K | Sell |
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|
2021
Q2 | $768K | Buy |
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|
2021
Q1 | $689K | Sell |
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|
2020
Q4 | $777K | Sell |
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|
2020
Q3 | $766K | Sell |
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|
2020
Q2 | $914K | Buy |
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|
2020
Q1 | $651K | Buy |
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|
2019
Q4 | $733K | Sell |
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|
2019
Q3 | $726K | Buy |
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|
2019
Q2 | $678K | Buy |
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|
2019
Q1 | $639K | Buy |
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|
2018
Q4 | $474K | Sell |
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|
2018
Q3 | $660K | Sell |
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|
2018
Q2 | $618K | Sell |
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|
2018
Q1 | $599K | Sell |
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|
2017
Q4 | $632K | Buy |
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