Sunbelt Securities’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 | $34K | Buy |
164
+160
| +4,000% | +$33.2K | ﹤0.01% | 1028 |
|
|
2025
Q1 | $809 | Sell |
4
-160
| -98% | -$32.4K | ﹤0.01% | 1665 |
|
|
2024
Q4 | $34.2K | Buy |
164
+135
| +466% | +$28.1K | ﹤0.01% | 1027 |
|
|
2024
Q3 | $5.88K | Hold |
29
| – | – | ﹤0.01% | 1401 |
|
|
2024
Q2 | $5.65K | Buy |
29
+4
| +16% | +$779 | ﹤0.01% | 1380 |
|
|
2024
Q1 | $4.68K | Hold |
25
| – | – | ﹤0.01% | 1379 |
|
|
2023
Q4 | $3.92K | Hold |
25
| – | – | ﹤0.01% | 1353 |
|
|
2023
Q3 | $3.49K | Hold |
25
| – | – | ﹤0.01% | 1381 |
|
|
2023
Q2 | $3.61K | Buy |
25
+20
| +400% | +$2.89K | ﹤0.01% | 1382 |
|
|
2023
Q1 | $690 | Buy |
+5
| New | +$690 | ﹤0.01% | 1524 |
|