Wellington Shields & Co’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
Q3 | $51.3K | Hold |
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|
2025
Q2 | $48.1K | Buy |
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|
2025
Q1 | $20.2K | Sell |
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|
2024
Q4 | $66.6K | Buy |
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|
2024
Q3 | $45K | Hold |
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|
2024
Q2 | $43.3K | Hold |
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|
2024
Q1 | $41.6K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $72.9K | Hold |
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|
2023
Q2 | $75.3K | Hold |
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|
2023
Q1 | $72.6K | Hold |
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|
2022
Q4 | $76.2K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $276K | Buy |
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|
2021
Q3 | $231K | Buy |
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|
2021
Q2 | $228K | Buy |
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|
2021
Q1 | $212K | Hold |
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|
2020
Q4 | $212K | Buy |
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