Well Done LLC’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 | $12.9M | Sell |
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|
2025
Q1 | $11.8M | Sell |
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|
2024
Q4 | $11.9M | Hold |
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|
2024
Q3 | $11.9M | Sell |
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|
2024
Q2 | $11.5M | Sell |
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|
2024
Q1 | $11.2M | Sell |
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|
2023
Q4 | $19.8M | Sell |
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|
2023
Q3 | $19M | Sell |
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|
2023
Q2 | $21.1M | Sell |
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|
2023
Q1 | $21M | Sell |
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|
2022
Q4 | $22.1M | Sell |
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|
2022
Q3 | $20M | Sell |
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|
2022
Q2 | $21.1M | Buy |
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|
2022
Q1 | $25.4M | Buy |
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|
2021
Q4 | $26.9M | Buy |
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|
2021
Q3 | $25.7M | Sell |
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|
2021
Q2 | $25.6M | Sell |
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|
2021
Q1 | $26M | Sell |
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|
2020
Q4 | $26.8M | Sell |
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|
2020
Q3 | $26.7M | Sell |
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|
2020
Q2 | $24.6M | Sell |
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|
2020
Q1 | $20.5M | Sell |
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|
2019
Q4 | $27M | Sell |
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|
2019
Q3 | $26.4M | Sell |
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|
2019
Q2 | $27.3M | Sell |
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|
2019
Q1 | $26.2M | Sell |
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|
2018
Q4 | $31.8M | Buy |
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|
2018
Q3 | $35.6M | Buy |
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|
2018
Q2 | $32.6M | Buy |
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|
2018
Q1 | $28.9M | Buy |
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|
2017
Q4 | $27.5M | Sell |
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|
2017
Q3 | $28.4M | Buy |
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|
2017
Q2 | $24.1M | Sell |
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|
2017
Q1 | $22.7M | Sell |
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|
2016
Q4 | $23.7M | Sell |
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|
2016
Q3 | $29.5K | Sell |
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|
2016
Q2 | $33.7M | Sell |
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|
2016
Q1 | $34.5M | Buy |
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|
2015
Q4 | $1.35M | Buy |
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