U.S. Capital Wealth Advisors’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 | $230K | Buy |
+956
| New | +$230K | 0.01% | 795 |
|
|
2023
Q1 | – | Sell |
-2,007
| Closed | -$293K | – | 1187 |
|
|
2022
Q4 | $293K | Buy |
+2,007
| New | +$293K | 0.01% | 537 |
|
|
2022
Q1 | – | Sell |
-1,264
| Closed | -$230K | – | 735 |
|
|
2021
Q4 | $230K | Sell |
1,264
-1,154
| -48% | -$210K | 0.01% | 652 |
|
|
2021
Q3 | $425K | Buy |
+2,418
| New | +$425K | 0.02% | 537 |
|