MontVue Capital Management, Inc. XLF Holdings History
MontVue Capital Management, Inc.'s Financial Select Sector SPDR Holding Summary
As of 2025-03-31, MontVue Capital Management, Inc. held 69,697.00 shares of Financial Select Sector SPDR(XLF), totaling $3.47 Mil. This investment constitutes 2.78% of their stock portfolio, and MontVue Capital Management, Inc. now holds 0.01% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2023Q4. And since then MontVue Capital Management, Inc. has made 1 purchases of XLF, at an average price of $34.63, for a total of 74,437.00 shares. In addition, there have been 4 sales at an average price of $47.27 for 4,740.00 shares. Based on historical transaction data and XLF's current price of $53.19, MontVue Capital Management, Inc.'s estimated gain on his XLF holdings is $1.35 Mil, reflecting a 52.50% gain to date.
MontVue Capital Management, Inc. XLF ($53.19) Holding Chart
MontVue Capital Management, Inc. XLF ($53.19) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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