Ullmann Wealth Partners Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $476K | Sell |
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|
2023
Q2 | $2.31M | Sell |
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|
2023
Q1 | $3.71M | Sell |
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|
2022
Q4 | $5.33M | Sell |
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|
2022
Q3 | $4.81M | Sell |
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|
2022
Q2 | $5.73M | Buy |
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|
2022
Q1 | $6.55M | Buy |
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|
2021
Q4 | $6.64M | Buy |
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|
2021
Q3 | $6.01M | Buy |
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|
2021
Q2 | $4.38M | Buy |
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|
2021
Q1 | $3.12M | Buy |
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|
2020
Q4 | $2M | Buy |
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|
2020
Q3 | $1.15M | Buy |
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|
2020
Q2 | $419K | Buy |
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