B. Riley Wealth Advisors’s Monroe Capital Corp MRCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-17,000
| Closed | -$210K | – | 708 |
|
|
2018
Q1 | $210K | Sell |
17,000
-15,400
| -48% | -$190K | 0.03% | 570 |
|
|
2017
Q4 | $446K | Sell |
32,400
-7,000
| -18% | -$96.4K | 0.06% | 343 |
|
|
2017
Q3 | $564K | Buy |
39,400
+2,200
| +6% | +$31.5K | 0.09% | 238 |
|
|
2017
Q2 | $567K | Hold |
37,200
| – | – | 0.1% | 230 |
|
|
2017
Q1 | $586K | Sell |
37,200
-5,425
| -13% | -$85.5K | 0.12% | 209 |
|
|
2016
Q4 | $656K | Buy |
42,625
+5,866
| +16% | +$90.3K | 0.13% | 186 |
|
|
2016
Q3 | $579K | Buy |
36,759
+11,809
| +47% | +$186K | 0.11% | 222 |
|
|
2016
Q2 | $371K | Buy |
+24,950
| New | +$371K | 0.07% | 336 |
|