Talisman Wealth Advisors’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
Q3 | $1.12M | Buy |
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|
2025
Q2 | $1.01M | Buy |
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|
2025
Q1 | $726K | Buy |
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|
2024
Q4 | $709K | Buy |
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|
2024
Q3 | $677K | Hold |
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|
2024
Q2 | $654K | Buy |
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|
2024
Q1 | $628K | Hold |
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|
2023
Q4 | $526K | Buy |
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|
2023
Q3 | $467K | Sell |
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|
2023
Q2 | $488K | Buy |
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|
2023
Q1 | $469K | Buy |
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|
2022
Q4 | $489K | Buy |
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