Monument Capital Management Closed Holding Positions

Monument Capital Management

  • $358 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q2 2022 Filed on Jul 20, 2022
1,686
$337.07 - $419.85 $568K - $708K
SIVB
Svb Financial Group

Financial Services
Q2 2022 Filed on Jul 20, 2022
426
$389.13 - $547.75 $166K - $233K
FCX
Freeport Mcmoran Inc

Basic Materials
Q2 2022 Filed on Jul 20, 2022
4,338
$29.26 - $50.96 $127K - $221K
PII
Polaris Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 20, 2022
19,153
$94.94 - $111.88 $1.82M - $2.14M
SLB
Schlumberger Limited

Energy
Q2 2022 Filed on Jul 20, 2022
5,138
$34.98 - $49.57 $180K - $255K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q2 2022 Filed on Jul 20, 2022
5,412
$99.2 - $114.57 $537K - $620K
HAL
Halliburton CO

Energy
Q2 2022 Filed on Jul 20, 2022
5,746
$30.04 - $42.97 $173K - $247K
L Brands Inc
Q2 2022 Filed on Jul 20, 2022
31,670
N/A
EW
Edwards Lifesciences Corp

Healthcare
Q2 2022 Filed on Jul 20, 2022
1,888
$86.5 - $128.27 $163K - $242K
CTRA
Coterra Energy Inc.

Energy
Q2 2022 Filed on Jul 20, 2022
9,275
$25.79 - $36.11 $239K - $335K
IWV
Ishares Russell 3000 ETF

ETFs
Q2 2022 Filed on Jul 20, 2022
1,015
$210.65 - $265.31 $214K - $269K
MTD
Mettler Toledo International Inc

Healthcare
Q1 2022 Filed on Apr 14, 2022
125
$1289.32 - $1674.86 $161K - $209K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q1 2022 Filed on Apr 14, 2022
35,528
$51.49 - $53.86 $1.83M - $1.91M
ALGN
Align Technology Inc

Healthcare
Q1 2022 Filed on Apr 14, 2022
306
$378.09 - $648.05 $116K - $198K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
Q1 2022 Filed on Apr 14, 2022
87,736
$24.05 - $26.88 $2.11M - $2.36M
VGIT
Vanguard Intermediate Term Tre

ETFs
Q1 2022 Filed on Apr 14, 2022
25,928
$62.43 - $66.15 $1.62M - $1.72M
EBAY
Ebay Inc

Consumer Cyclical
Q1 2022 Filed on Apr 14, 2022
33,662
$50.06 - $66.81 $1.69M - $2.25M
NFLX
Netflix Inc

Communication Services
Q1 2022 Filed on Apr 14, 2022
456
$331.01 - $597.37 $151K - $272K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q1 2022 Filed on Apr 14, 2022
22,383
$43.01 - $45.26 $963K - $1.01M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q1 2022 Filed on Apr 14, 2022
31,069
$106.1 - $113.3 $3.3M - $3.52M
State Auto Finl Corp
Q1 2022 Filed on Apr 14, 2022
9,137
N/A
LIN
Linde PLC

Basic Materials
Q1 2022 Filed on Apr 14, 2022
672
$270.99 - $346.41 $182K - $233K
EL
Estee Lauder Companies Inc

Consumer Defensive
Q1 2022 Filed on Apr 14, 2022
606
$250.38 - $371.86 $152K - $225K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 14, 2022
54,002
$27.92 - $48.21 $1.51M - $2.6M
BLK
Black Rock Inc.

Financial Services
Q1 2022 Filed on Apr 14, 2022
289
$662.87 - $917.22 $192K - $265K
XLY
Select Sector Spdr Consumer Di

ETFs
Q1 2022 Filed on Apr 14, 2022
1,050
$163.19 - $210.31 $171K - $221K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q1 2022 Filed on Apr 14, 2022
4,229
$122.95 - $129.16 $520K - $546K
SCHW
Schwab Charles Corp

Financial Services
Q1 2022 Filed on Apr 14, 2022
2,810
$75.69 - $95.53 $213K - $268K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q1 2022 Filed on Apr 14, 2022
1,152
$178.7 - $226.45 $206K - $261K
MS
Morgan Stanley

Financial Services
Q4 2021 Filed on Jan 18, 2022
2,157
$94.82 - $104.66 $205K - $226K
VTRS
Viatris Inc

Healthcare
Q4 2021 Filed on Jan 18, 2022
15,871
$12.09 - $14.68 $192K - $233K
OHI
Omega Healthcare Investors Inc

Real Estate
Q4 2021 Filed on Jan 18, 2022
22,184
$27.42 - $31.63 $608K - $702K
LAD
Lithia Motors Inc

Consumer Cyclical
Q4 2021 Filed on Jan 18, 2022
6,177
$279.0 - $342.01 $1.72M - $2.11M
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
Q4 2021 Filed on Jan 18, 2022
10,394
$46.78 - $58.9 $486K - $612K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Jan 18, 2022
1,223
$179.32 - $271.7 $219K - $332K
DIS
Walt Disney CO

Communication Services
Q4 2021 Filed on Jan 18, 2022
2,691
$142.15 - $177.71 $383K - $478K
AMD
Advanced Micro Devices Inc

Technology
Q3 2021 Filed on Oct 22, 2021
2,557
$85.89 - $118.77 $220K - $304K
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q3 2021 Filed on Oct 22, 2021
6,637
$30.62 - $30.7 $203K - $204K
SQ
Block, Inc.

Technology
Q3 2021 Filed on Oct 22, 2021
1,446
$233.69 - $281.81 $338K - $407K
TWLO
Twilio Inc

Communication Services
Q3 2021 Filed on Oct 22, 2021
555
$312.8 - $409.84 $174K - $227K
TTD
Trade Desk, Inc.

Technology
Q3 2021 Filed on Oct 22, 2021
3,050
$67.81 - $87.53 $207K - $267K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q3 2021 Filed on Oct 22, 2021
2,404
$89.42 - $103.33 $215K - $248K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q2 2021 Filed on Jul 27, 2021
8,522
$278.74 - $313.3 $2.38M - $2.67M
NDAQ
Nasdaq, Inc.

Financial Services
Q2 2021 Filed on Jul 27, 2021
16,939
$150.78 - $179.79 $2.55M - $3.05M
W
Wayfair Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 27, 2021
825
$270.97 - $339.15 $224K - $280K
DPZ
Dominos Pizza Inc

Consumer Cyclical
Q2 2021 Filed on Jul 27, 2021
5,157
$371.64 - $466.49 $1.92M - $2.41M
DVY
Ishares Tr

ETFs
Q2 2021 Filed on Jul 27, 2021
22,252
$114.14 - $123.06 $2.54M - $2.74M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
Q2 2021 Filed on Jul 27, 2021
19,720
$34.59 - $38.89 $682K - $767K
CLX
Clorox CO

Consumer Defensive
Q2 2021 Filed on Jul 27, 2021
10,660
$172.46 - $195.89 $1.84M - $2.09M
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