Kingsview Wealth Management’s Monarch Blue Chips Core Index ETF MBCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105M | Buy |
2,868,616
+64,621
| +2% | +$2.36M | 1.77% | 8 |
|
|
2025
Q1 | $93.8M | Sell |
2,803,995
-237,761
| -8% | -$7.96M | 1.77% | 10 |
|
|
2024
Q4 | $105M | Sell |
3,041,756
-71,550
| -2% | -$2.47M | 2.04% | 9 |
|
|
2024
Q3 | $108M | Buy |
3,113,306
+205,036
| +7% | +$7.14M | 2.28% | 4 |
|
|
2024
Q2 | $94.8M | Buy |
2,908,270
+382,834
| +15% | +$12.5M | 2.24% | 5 |
|
|
2024
Q1 | $82.6M | Buy |
2,525,436
+346,706
| +16% | +$11.3M | 2.07% | 7 |
|
|
2023
Q4 | $63.1M | Buy |
2,178,730
+630,246
| +41% | +$18.3M | 1.89% | 7 |
|
|
2023
Q3 | $39.8M | Buy |
1,548,484
+194,092
| +14% | +$4.99M | 1.43% | 8 |
|
|
2023
Q2 | $36.4M | Sell |
1,354,392
-33,754
| -2% | -$908K | 1.43% | 9 |
|
|
2023
Q1 | $34.9M | Sell |
1,388,146
-7,559
| -0.5% | -$190K | 1.47% | 9 |
|
|
2022
Q4 | $33.1M | Buy |
1,395,705
+36,122
| +3% | +$857K | 1.44% | 8 |
|
|
2022
Q3 | $28.9M | Buy |
1,359,583
+230,123
| +20% | +$4.89M | 1.37% | 9 |
|
|
2022
Q2 | $25.4M | Buy |
1,129,460
+134,738
| +14% | +$3.03M | 1.21% | 9 |
|
|
2022
Q1 | $26.4M | Sell |
994,722
-18,249
| -2% | -$485K | 1.16% | 10 |
|
|
2021
Q4 | $30.1M | Buy |
1,012,971
+102,314
| +11% | +$3.04M | 1.25% | 10 |
|
|
2021
Q3 | $25.9M | Buy |
910,657
+135,980
| +18% | +$3.87M | 1.23% | 11 |
|
|
2021
Q2 | $21.6M | Buy |
774,677
+183,933
| +31% | +$5.12M | 1.07% | 12 |
|
|
2021
Q1 | $15M | Buy |
+590,744
| New | +$15M | 0.85% | 17 |
|