MCM
MontVue Capital Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Sell |
8,932
-301
| -3% | -$24.6K | 0.52% | 30 |
|
|
2025
Q1 | $728K | Sell |
9,233
-156
| -2% | -$12.3K | 0.58% | 28 |
|
|
2024
Q4 | $711K | Sell |
9,389
-71
| -0.8% | -$5.37K | 0.54% | 30 |
|
|
2024
Q3 | $764K | Sell |
9,460
-266
| -3% | -$21.5K | 0.59% | 31 |
|
|
2024
Q2 | $663K | Sell |
9,726
-128
| -1% | -$8.72K | 0.53% | 34 |
|
|
2024
Q1 | $647K | Buy |
9,854
+18
| +0.2% | +$1.18K | 0.57% | 28 |
|
|
2023
Q4 | $623K | Buy |
+9,836
| New | +$623K | 0.6% | 27 |
|