Heritage Family Offices’s Monarch Casino & Resort MCRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$256K	Hold	3,271	–	–	0.13%	144
2025 Q1	$254K	Buy	3,271 +278	+9%	+$21.6K	0.13%	143
2024 Q4	$236K	Buy	2,993 +196	+7%	+$15.5K	0.12%	163
2024 Q3	$222K	Buy	+2,797	New	+$222K	0.11%	167