ShoreHaven Wealth Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Buy |
12,831
+310
| +2% | +$74.5K | 1.26% | 23 |
|
|
2025
Q1 | $2.53M | Buy |
12,521
+1,377
| +12% | +$278K | 1.21% | 26 |
|
|
2024
Q4 | $2.31M | Buy |
+11,144
| New | +$2.31M | 1.09% | 22 |
|
|
2023
Q2 | – | Sell |
-5,289
| Closed | -$735K | – | 73 |
|
|
2023
Q1 | $735K | Sell |
5,289
-5,744
| -52% | -$799K | 0.52% | 40 |
|
|
2022
Q4 | $1.61M | Buy |
+11,033
| New | +$1.61M | 1.13% | 25 |
|