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Company Main View
Name:
MONUMENTAL FINANCIAL GROUP INC.
City:
ROCKVILLE
State:
MD
Zip:
20850
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
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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Free Registration Required For Full Results
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
Ishares Trust Ishares Msci ...
43
Closed
$81.06
$0
0
0%
-282,000
-3,480
0
N/A
IWD
iShares Russell 1000 Value
42
Closed
$179.05
$0
0
0%
-285,000
-1,723
0
Closed - End Fund - E...
KLD
iShares KLD Select Social I...
41
Closed
$110.20
$0
0
0%
-921,000
-9,162
0
Closed - End Fund - E...
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
Download:
Download: Holdings - Current Quarter Only
Summary:
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