Forum Financial Management’s Monroe Capital Corp MRCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.4K | Buy |
+14,836
| New | +$94.4K | ﹤0.01% | 934 |
|
|
2024
Q1 | – | Sell |
-54,747
| Closed | -$387K | – | 751 |
|
|
2023
Q4 | $387K | Buy |
54,747
+34,747
| +174% | +$245K | 0.01% | 368 |
|
|
2023
Q3 | $149K | Hold |
20,000
| – | – | ﹤0.01% | 607 |
|
|
2023
Q2 | $164K | Hold |
20,000
| – | – | ﹤0.01% | 625 |
|
|
2023
Q1 | $153K | Hold |
20,000
| – | – | ﹤0.01% | 587 |
|
|
2022
Q4 | $171K | Hold |
20,000
| – | – | 0.01% | 557 |
|
|
2022
Q3 | $145K | Hold |
20,000
| – | – | 0.01% | 509 |
|
|
2022
Q2 | $181K | Hold |
20,000
| – | – | 0.01% | 534 |
|
|
2022
Q1 | $215K | Buy |
+20,000
| New | +$215K | 0.01% | 537 |
|