Simplicity Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $572K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $950K | Buy |
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|
2022
Q4 | $427K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $942K | Buy |
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|
2021
Q2 | $458K | Buy |
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|
2021
Q1 | $360K | Sell |
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|
2020
Q4 | $58.4M | Buy |
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|
2020
Q3 | $50.4M | Sell |
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|
2020
Q2 | $56.4M | Buy |
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|
2020
Q1 | $10.9M | Sell |
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|
2019
Q4 | $22.6M | Buy |
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|
2019
Q3 | $4.54M | Buy |
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|
2019
Q2 | $3.98M | Buy |
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|
2019
Q1 | $1.57M | Buy |
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|
2018
Q4 | $425K | Buy |
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|
2018
Q3 | $205K | Buy |
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