MGWA
Monument Group Wealth Advisors’s Globe Life GL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Hold |
1,752
| – | – | 0.14% | 52 |
|
|
2025
Q1 | $231K | Buy |
+1,752
| New | +$231K | 0.16% | 45 |
|
|
2024
Q2 | – | Sell |
-1,752
| Closed | -$204K | – | 49 |
|
|
2024
Q1 | $204K | Sell |
1,752
-1,753
| -50% | -$204K | 0.15% | 47 |
|
|
2023
Q4 | $427K | Buy |
+3,505
| New | +$427K | 0.36% | 20 |
|