Tucker Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $17.8K | Buy |
86
+77
| +856% | +$15.9K | ﹤0.01% | 594 |
|
|
2024
Q3 | $1.83K | Sell |
9
-345
| -97% | -$70K | ﹤0.01% | 1190 |
|
|
2024
Q2 | $69K | Buy |
354
+345
| +3,833% | +$67.2K | 0.02% | 332 |
|
|
2024
Q1 | $1.69K | Hold |
9
| – | – | ﹤0.01% | 1348 |
|
|
2023
Q4 | $1.41K | Hold |
9
| – | – | ﹤0.01% | 1203 |
|
|
2023
Q3 | $1.26K | Hold |
9
| – | – | ﹤0.01% | 1129 |
|
|
2023
Q2 | $1.3K | Sell |
9
-21
| -70% | -$3.03K | ﹤0.01% | 928 |
|
|
2023
Q1 | $4.17K | Buy |
30
+21
| +233% | +$2.92K | ﹤0.01% | 743 |
|
|
2022
Q4 | $1.31K | Sell |
9
-370
| -98% | -$54K | ﹤0.01% | 612 |
|
|
2022
Q3 | $56K | Buy |
379
+368
| +3,345% | +$54.3K | 0.02% | 124 |
|
|
2022
Q2 | $1.5K | Buy |
11
+2
| +22% | +$273 | ﹤0.01% | 480 |
|
|
2022
Q1 | $1.51K | Hold |
9
| – | – | ﹤0.01% | 458 |
|
|
2021
Q4 | $1.64K | Hold |
9
| – | – | ﹤0.01% | 373 |
|
|
2021
Q3 | $1.72K | Hold |
9
| – | – | ﹤0.01% | 296 |
|
|
2021
Q2 | $1.56K | Hold |
9
| – | – | ﹤0.01% | 279 |
|
|
2021
Q1 | $1.45K | Buy |
+9
| New | +$1.45K | ﹤0.01% | 270 |
|