MCM
MontVue Capital Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Sell |
66,902
-2,795
| -4% | -$146K | 2.49% | 8 |
|
|
2025
Q1 | $3.47M | Sell |
69,697
-2,303
| -3% | -$115K | 2.78% | 8 |
|
|
2024
Q4 | $3.48M | Sell |
72,000
-546
| -0.8% | -$26.4K | 2.65% | 8 |
|
|
2024
Q3 | $3.29M | Sell |
72,546
-1,730
| -2% | -$78.4K | 2.52% | 9 |
|
|
2024
Q2 | $3.05M | Sell |
74,276
-161
| -0.2% | -$6.62K | 2.43% | 9 |
|
|
2024
Q1 | $3.14M | Buy |
74,437
+185
| +0.2% | +$7.79K | 2.77% | 8 |
|
|
2023
Q4 | $2.79M | Buy |
+74,252
| New | +$2.79M | 2.68% | 8 |
|