Monarch Capital Management’s CoreCard CCRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.7M | Sell |
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|
2025
Q2 | $2.94M | Buy |
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|
2025
Q1 | $1.83M | Buy |
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|
2024
Q4 | $2.23M | Buy |
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|
2024
Q3 | $1.4M | Buy |
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|
2024
Q2 | $1.35M | Buy |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $1.24M | Sell |
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|
2023
Q3 | $1.85M | Buy |
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|
2023
Q2 | $2.09M | Buy |
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|
2023
Q1 | $2.28M | Buy |
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|
2022
Q4 | $2.19M | Sell |
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|
2022
Q3 | $1.8M | Buy |
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|
2022
Q2 | $1.91M | Buy |
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|
2022
Q1 | $1.69M | Buy |
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|
2021
Q4 | $1.56M | Buy |
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|
2021
Q3 | $1.48M | Buy |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $839K | Buy |
|