Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $330K | Buy |
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|
2024
Q3 | $308K | Sell |
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|
2024
Q2 | $301K | Hold |
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|
2024
Q1 | $289K | Hold |
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|
2023
Q4 | $242K | Buy |
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|
2023
Q3 | $215K | Hold |
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|
2023
Q2 | $222K | Buy |
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|
2023
Q1 | $214K | Buy |
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|
2022
Q4 | $224K | Buy |
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|
2022
Q3 | $202K | Buy |
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|
2022
Q2 | $209K | Buy |
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|
2022
Q1 | $258K | Hold |
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|
2021
Q4 | $279K | Sell |
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|
2021
Q3 | $335K | Sell |
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|
2021
Q2 | $332K | Buy |
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|
2021
Q1 | $364 | Sell |
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|
2020
Q4 | $420K | Sell |
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|
2020
Q3 | $426K | Sell |
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|
2020
Q2 | $430K | Sell |
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|
2020
Q1 | $522K | Sell |
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|
2019
Q4 | $1.06M | Buy |
|