MCM
MontVue Capital Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.78M | Sell |
38,628
-619
| -2% | -$157K | 6.96% | 4 |
|
|
2025
Q1 | $8.1M | Sell |
39,247
-587
| -1% | -$121K | 6.48% | 5 |
|
|
2024
Q4 | $9.26M | Sell |
39,834
-448
| -1% | -$104K | 7.06% | 4 |
|
|
2024
Q3 | $9.09M | Sell |
40,282
-549
| -1% | -$124K | 6.98% | 5 |
|
|
2024
Q2 | $9.24M | Sell |
40,831
-745
| -2% | -$169K | 7.35% | 4 |
|
|
2024
Q1 | $8.66M | Sell |
41,576
-751
| -2% | -$156K | 7.66% | 4 |
|
|
2023
Q4 | $8.15M | Buy |
+42,327
| New | +$8.15M | 7.83% | 4 |
|