Sigma Planning Corp’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 | $3.97M | Sell |
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|
2025
Q1 | $3.68M | Buy |
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|
2024
Q4 | $3.61M | Buy |
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|
2024
Q3 | $3.17M | Sell |
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|
2024
Q2 | $3.05M | Buy |
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|
2024
Q1 | $2.82M | Buy |
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|
2023
Q4 | $644K | Sell |
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|
2023
Q3 | $7.82M | Buy |
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|
2023
Q2 | $8.06M | Sell |
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|
2023
Q1 | $8.68M | Sell |
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|
2022
Q4 | $9.42M | Sell |
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|
2022
Q3 | $9.03M | Buy |
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|
2022
Q2 | $8.73M | Sell |
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|
2022
Q1 | $11.9M | Sell |
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|
2021
Q4 | $40.3M | Sell |
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|
2021
Q3 | $44.4M | Buy |
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|
2021
Q2 | $37.7M | Sell |
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|
2021
Q1 | $35.7M | Buy |
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|
2020
Q4 | $33.7M | Sell |
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|
2020
Q3 | $32.6M | Buy |
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|
2020
Q2 | $14.2M | Buy |
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|
2020
Q1 | $10.9M | Buy |
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|
2019
Q4 | $11.6M | Sell |
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|
2019
Q3 | $15.7M | Buy |
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|
2019
Q2 | $14.8M | Sell |
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|
2019
Q1 | $16M | Buy |
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|
2018
Q4 | $12.6M | Buy |
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|
2018
Q3 | $13.7M | Buy |
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|
2018
Q2 | $10.7M | Buy |
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|
2018
Q1 | $6.85M | Buy |
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|
2017
Q4 | $3.91M | Buy |
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|
2017
Q3 | $2.46M | Buy |
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|
2017
Q2 | $1.95M | Buy |
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|
2017
Q1 | $1.77M | Sell |
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|
2016
Q4 | $1.72M | Sell |
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|
2016
Q3 | $1.78M | Sell |
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|
2016
Q2 | $1.77M | Sell |
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|
2016
Q1 | $1.76M | Buy |
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|
2015
Q4 | $1.6M | Sell |
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|
2015
Q3 | $1.72M | Buy |
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|
2015
Q2 | $1.03M | Buy |
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|
2015
Q1 | $730K | Buy |
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|
2014
Q4 | $649K | Buy |
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