Tanglewood Legacy 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 | $42.3K | Hold |
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|
2025
Q2 | $39.7K | Sell |
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|
2025
Q1 | $57.6K | Sell |
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|
2024
Q4 | $63.5K | Sell |
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|
2024
Q3 | $72.4K | Hold |
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|
2024
Q2 | $69.6K | Sell |
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|
2024
Q1 | $81.9K | Hold |
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|
2023
Q4 | $68.6K | Hold |
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|
2023
Q3 | $61K | Sell |
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|
2023
Q2 | $102K | Sell |
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|
2023
Q1 | $119K | Hold |
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|
2022
Q4 | $125K | Buy |
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