Stratos Wealth Partners’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 | $2.97M | Buy |
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|
2025
Q1 | $1.64M | Sell |
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|
2024
Q4 | $1.72M | Buy |
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|
2024
Q3 | $1.68M | Sell |
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|
2024
Q2 | $1.77M | Sell |
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|
2024
Q1 | $2.01M | Sell |
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|
2023
Q4 | $5.68M | Sell |
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|
2023
Q3 | $10.6M | Sell |
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|
2023
Q2 | $11M | Buy |
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|
2023
Q1 | $9.36M | Sell |
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|
2022
Q4 | $12.1M | Sell |
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|
2022
Q3 | $11.6M | Buy |
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|
2022
Q2 | $11.2M | Sell |
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|
2022
Q1 | $14.2M | Buy |
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|
2021
Q4 | $10.7M | Buy |
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|
2021
Q3 | $10.2M | Sell |
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|
2021
Q2 | $10.3M | Sell |
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|
2021
Q1 | $11.3M | Buy |
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|
2020
Q4 | $10.9M | Sell |
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|
2020
Q3 | $10.7M | Sell |
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|
2020
Q2 | $10.5M | Sell |
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|
2020
Q1 | $8.6M | Sell |
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|
2019
Q4 | $10.3M | Buy |
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|
2019
Q3 | $9.63M | Sell |
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|
2019
Q2 | $15.5M | Buy |
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|
2019
Q1 | $13.2M | Sell |
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|
2018
Q4 | $13.4M | Sell |
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|
2018
Q3 | $22.7M | Buy |
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|
2018
Q2 | $19.9M | Sell |
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|
2018
Q1 | $19.3M | Buy |
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|
2017
Q4 | $18.1M | Sell |
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|
2017
Q3 | $19M | Sell |
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|
2017
Q2 | $19.9M | Sell |
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|
2017
Q1 | $20.8M | Buy |
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|
2016
Q4 | $18M | Buy |
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|
2016
Q3 | $18.3M | Buy |
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|
2016
Q2 | $9.69M | Buy |
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|
2016
Q1 | $1.14M | Buy |
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