Shore Point Advisors’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
Q2 | $769K | Buy |
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|
2025
Q1 | $484K | Sell |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $959K | Buy |
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|
2024
Q2 | $905K | Buy |
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|
2024
Q1 | $859K | Sell |
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|
2023
Q4 | $754K | Sell |
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|
2023
Q3 | $9.54M | Buy |
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|
2023
Q2 | $9.56M | Buy |
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|
2023
Q1 | $8.8M | Buy |
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|
2022
Q4 | $8.72M | Sell |
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|
2022
Q3 | $8.28M | Buy |
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|
2022
Q2 | $8.61M | Sell |
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|
2022
Q1 | $17.4M | Buy |
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|
2021
Q4 | $17.5M | Buy |
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