SYM Financial 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 | $316K | Buy |
1,316
+273
| +26% | +$65.6K | 0.04% | 196 |
|
|
2025
Q1 | $211K | Hold |
1,043
| – | – | 0.03% | 253 |
|
|
2024
Q4 | $216K | Hold |
1,043
| – | – | 0.03% | 216 |
|
|
2024
Q3 | $211K | Hold |
1,043
| – | – | 0.03% | 168 |
|
|
2024
Q2 | $203K | Buy |
+1,043
| New | +$203K | 0.03% | 153 |
|
|
2020
Q1 | – | Sell |
-2,415
| Closed | -$303K | – | 86 |
|
|
2019
Q4 | $303K | Buy |
+2,415
| New | +$303K | 0.2% | 26 |
|
|
2019
Q1 | – | Sell |
-2,407
| Closed | -$241K | – | 75 |
|
|
2018
Q4 | $241K | Buy |
+2,407
| New | +$241K | 0.1% | 34 |
|