WealthSource Partners’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 | $5.03M | Sell |
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|
2023
Q3 | $4.6M | Sell |
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|
2023
Q2 | $5.06M | Sell |
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|
2023
Q1 | $5.5M | Sell |
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|
2022
Q4 | $17.9M | Buy |
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|
2022
Q3 | $2.55M | Sell |
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|
2022
Q2 | $2.98M | Sell |
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|
2022
Q1 | $3.79M | Sell |
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|
2021
Q4 | $4.22M | Sell |
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|
2021
Q3 | $4.19M | Sell |
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|
2021
Q2 | $11.2M | Buy |
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|
2021
Q1 | $10M | Buy |
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|
2020
Q4 | $4.25M | Sell |
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|
2020
Q3 | $4.09M | Sell |
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|
2020
Q2 | $4.34M | Sell |
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|
2020
Q1 | $15.2M | Buy |
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|
2019
Q4 | $15.9M | Buy |
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|
2019
Q3 | $11.3M | Buy |
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|
2019
Q2 | $11.1M | Buy |
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|
2019
Q1 | $9.84M | Buy |
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|
2018
Q4 | $7M | Sell |
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|
2018
Q3 | $8.82M | Buy |
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|
2018
Q2 | $7.74M | Sell |
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|
2018
Q1 | $8.52M | Buy |
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|
2017
Q4 | $3.54M | Buy |
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|
2017
Q3 | $3.12M | Sell |
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|
2017
Q2 | $3.28M | Buy |
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|
2017
Q1 | $2.78M | Sell |
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|
2016
Q4 | $2.69M | Buy |
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|
2016
Q3 | $2.17M | Sell |
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|
2016
Q2 | $2.25M | Buy |
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|
2016
Q1 | $2.03M | Buy |
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