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Company Main View
Name:
Monte Financial Group LLC
City:
Guilford
State:
CT
Zip:
06437
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$228,256,000
Total Value Change :
$13,982,000
Securities Held Change :
2
All Securities Held :
84
New Positions
:
4
Closed Positions
:
2
Increased Positions
:
35
Unchanged Positions
:
6
Decreased Positions
:
39
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Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
EMR
Emerson Electric Co
86
Closed
$114.82
$0
0
0%
-284,000
-2,917
0
Industrial Electrical...
TRV
Travelers Companies Inc
85
Closed
$214.35
$0
0
0%
-253,000
-1,329
0
Property & Casualty I...
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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