Monumental Financial Group’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $992K | Sell |
1,702
-285
| -14% | -$166K | 0.37% | 32 |
|
|
2024
Q2 | $957K | Sell |
1,987
-244
| -11% | -$118K | 0.42% | 32 |
|
|
2024
Q1 | $1.25M | Sell |
2,231
-82
| -4% | -$46K | 0.67% | 27 |
|
|
2023
Q4 | $1.31M | Sell |
2,313
-25
| -1% | -$14.1K | 0.78% | 22 |
|
|
2023
Q3 | $1.2M | Buy |
2,338
+65
| +3% | +$33.4K | 0.8% | 23 |
|
|
2023
Q2 | $1.07M | Buy |
+2,273
| New | +$1.07M | 0.72% | 30 |
|