IFP 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
Q4 | – | Sell |
-1,120
| Closed | -$15K | – | 3693 |
|
2018
Q3 | $15K | Hold |
1,120
| – | – | ﹤0.01% | 2588 |
|
2018
Q2 | $15K | Hold |
1,120
| – | – | ﹤0.01% | 2612 |
|
2018
Q1 | $15K | Hold |
1,120
| – | – | ﹤0.01% | 2567 |
|
2017
Q4 | $15K | Buy |
1,120
+130
| +13% | +$1.74K | ﹤0.01% | 2565 |
|
2017
Q3 | $14K | Buy |
990
+197
| +25% | +$2.79K | ﹤0.01% | 2796 |
|
2017
Q2 | $12K | Hold |
793
| – | – | ﹤0.01% | 2876 |
|
2017
Q1 | $12K | Hold |
793
| – | – | ﹤0.01% | 2785 |
|
2016
Q4 | $12K | Hold |
793
| – | – | ﹤0.01% | 2771 |
|
2016
Q3 | $12K | Hold |
793
| – | – | ﹤0.01% | 2699 |
|
2016
Q2 | $12K | Buy |
+793
| New | +$12K | ﹤0.01% | 2645 |
|