Tyler-Stone Wealth Management’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
Q2 | $1.76M | Sell |
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|
2025
Q1 | $1.49M | Sell |
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|
2024
Q4 | $1.62M | Buy |
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|
2024
Q3 | $1.59M | Buy |
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|
2024
Q2 | $765K | Sell |
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|
2024
Q1 | $745K | Sell |
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|
2023
Q4 | $657K | Sell |
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|
2023
Q3 | $602K | Sell |
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|
2023
Q2 | $638K | Buy |
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|
2022
Q4 | $682K | Sell |
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|
2022
Q3 | $631K | Sell |
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|
2022
Q2 | $928K | Hold |
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|
2022
Q1 | $1.15M | Sell |
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|
2021
Q4 | $1.24M | Buy |
|