WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $129K | Sell |
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|
2024
Q3 | $174K | Sell |
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|
2024
Q2 | $167K | Sell |
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|
2024
Q1 | $163K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $214K | Sell |
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|
2023
Q2 | $223K | Sell |
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|
2023
Q1 | $235K | Sell |
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|
2022
Q4 | $667K | Buy |
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|
2022
Q3 | $243K | Sell |
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|
2022
Q2 | $387K | Sell |
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|
2022
Q1 | $547K | Buy |
|