Forum Financial Management’s Monroe Capital Corp MRCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $104K | Hold |
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|
2025
Q2 | $94.4K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $387K | Buy |
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|
2023
Q3 | $149K | Hold |
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|
2023
Q2 | $164K | Hold |
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|
2023
Q1 | $153K | Hold |
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|
2022
Q4 | $171K | Hold |
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|
2022
Q3 | $145K | Hold |
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|
2022
Q2 | $181K | Hold |
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|
2022
Q1 | $215K | Buy |
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