Tyler-Stone Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
7,330
-33
| -0.4% | -$7.93K | 0.28% | 71 |
|
|
2025
Q1 | $1.49M | Sell |
7,363
-490
| -6% | -$99K | 0.27% | 76 |
|
|
2024
Q4 | $1.62M | Buy |
7,853
+23
| +0.3% | +$4.76K | 0.29% | 68 |
|
|
2024
Q3 | $1.59M | Buy |
7,830
+3,902
| +99% | +$791K | 0.3% | 71 |
|
|
2024
Q2 | $765K | Sell |
3,928
-49
| -1% | -$9.55K | 0.31% | 60 |
|
|
2024
Q1 | $745K | Sell |
3,977
-210
| -5% | -$39.3K | 0.33% | 57 |
|
|
2023
Q4 | $657K | Sell |
4,187
-119
| -3% | -$18.7K | 0.33% | 66 |
|
|
2023
Q3 | $602K | Sell |
4,306
-115
| -3% | -$16.1K | 0.34% | 60 |
|
|
2023
Q2 | $638K | Buy |
+4,421
| New | +$638K | 0.36% | 61 |
|
|
2022
Q4 | $682K | Sell |
4,672
-140
| -3% | -$20.4K | 0.46% | 51 |
|
|
2022
Q3 | $631K | Sell |
4,812
-1,993
| -29% | -$261K | 0.48% | 49 |
|
|
2022
Q2 | $928K | Hold |
6,805
| – | – | 0.62% | 37 |
|
|
2022
Q1 | $1.15M | Sell |
6,805
-30
| -0.4% | -$5.05K | 0.63% | 37 |
|
|
2021
Q4 | $1.24M | Buy |
+6,835
| New | +$1.24M | 0.66% | 34 |
|