Teamwork Financial 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 | $433K | Sell |
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|
2025
Q2 | $411K | Buy |
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|
2025
Q1 | $337K | Sell |
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|
2024
Q4 | $355K | Sell |
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|
2024
Q3 | $458K | Sell |
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|
2024
Q2 | $460K | Sell |
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|
2024
Q1 | $570K | Sell |
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|
2023
Q4 | $519K | Buy |
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|
2023
Q3 | $460K | Sell |
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|
2023
Q2 | $518K | Sell |
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|
2023
Q1 | $665K | Buy |
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|
2022
Q4 | $583K | Buy |
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|
2022
Q3 | $457K | Buy |
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|
2022
Q2 | $315K | Sell |
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|
2022
Q1 | $445K | Sell |
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|
2021
Q4 | $582K | Sell |
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|
2021
Q3 | $624K | Sell |
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|
2021
Q2 | $638K | Sell |
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|
2021
Q1 | $711K | Sell |
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|
2020
Q4 | $815K | Sell |
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|
2020
Q3 | $815K | Sell |
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|
2020
Q2 | $1.3M | Buy |
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|
2020
Q1 | $776K | Buy |
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|
2019
Q4 | $831K | Buy |
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