Spirit of America Management Corp’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 | $187K | Sell |
780
-85
| -10% | -$20.4K | 0.04% | 248 |
|
|
2025
Q1 | $175K | Buy |
865
+2
| +0.2% | +$404 | 0.04% | 248 |
|
|
2024
Q4 | $179K | Buy |
863
+90
| +12% | +$18.6K | 0.04% | 245 |
|
|
2024
Q3 | $157K | Sell |
773
-42
| -5% | -$8.52K | 0.03% | 254 |
|
|
2024
Q2 | $159K | Sell |
815
-17
| -2% | -$3.31K | 0.03% | 242 |
|
|
2024
Q1 | $153K | Buy |
+832
| New | +$153K | 0.03% | 230 |
|