RWM
Ritholtz Wealth Management’s Monroe Capital Corp MRCC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Sell |
18,135
-21,887
| -55% | -$139K | ﹤0.01% | 953 |
|
|
2025
Q1 | $312K | Buy |
40,022
+3,140
| +9% | +$24.5K | 0.01% | 732 |
|
|
2024
Q4 | $313K | Buy |
36,882
+2,803
| +8% | +$23.8K | 0.01% | 693 |
|
|
2024
Q3 | $275K | Sell |
34,079
-6,315
| -16% | -$51K | 0.01% | 719 |
|
|
2024
Q2 | $307K | Buy |
40,394
+25,016
| +163% | +$190K | 0.01% | 645 |
|
|
2024
Q1 | $111K | Buy |
+15,378
| New | +$111K | ﹤0.01% | 767 |
|