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  Name: MONUMENTAL FINANCIAL GROUP INC.
  City: ROCKVILLE
  State: MD
  Zip: 20850
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $188,026,000
  Total Value Change : $20,334,000
  Securities Held Change : -1
   
All Securities Held : 40
  New Positions : 3
  Closed Positions : 4
  Increased Positions : 14
  Unchanged Positions : 1
  Decreased Positions : 22

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Holdings Found : 4     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
   (MPCT)1 Year Chart         MPCT Ishares Trust Ishares Msci ... 43 Closed $81.06 $0 0 0% -282,000 -3,480 0    N/A
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 42 Closed $179.05 $0 0 0% -285,000 -1,723 0    Closed - End Fund - E...
   (KLD)1 Year Chart         KLD iShares KLD Select Social I... 41 Closed $110.20 $0 0 0% -921,000 -9,162 0    Closed - End Fund - E...
   (ICLN)1 Year Chart         ICLN iShares S&P Global Clean En... 40 Closed $14.16 $0 0 0% -244,000 -15,650 0    Closed - End Fund - Debt

      4 Records Found
  1    
Page 1 of 1
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