SIA
Schechter Investment Advisors’s Monroe Capital Corp MRCC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $643K | Hold |
82,412
| – | – | 0.05% | 315 |
|
|
2024
Q4 | $701K | Sell |
82,412
-82,171
| -50% | -$698K | 0.05% | 311 |
|
|
2024
Q3 | $1.33M | Buy |
164,583
+11,158
| +7% | +$90.2K | 0.1% | 194 |
|
|
2024
Q2 | $1.17M | Hold |
153,425
| – | – | 0.09% | 207 |
|
|
2024
Q1 | $1.1M | Hold |
153,425
| – | – | 0.08% | 224 |
|
|
2023
Q4 | $1.08M | Hold |
153,425
| – | – | 0.09% | 215 |
|
|
2023
Q3 | $1.14M | Sell |
153,425
-2,900
| -2% | -$21.6K | 0.11% | 197 |
|
|
2023
Q2 | $1.28M | Buy |
156,325
+18,300
| +13% | +$150K | 0.11% | 203 |
|
|
2023
Q1 | $1.06M | Hold |
138,025
| – | – | 0.1% | 241 |
|
|
2022
Q4 | $1.18M | Hold |
138,025
| – | – | 0.11% | 238 |
|
|
2022
Q3 | $999K | Buy |
138,025
+43,673
| +46% | +$316K | 0.1% | 274 |
|
|
2022
Q2 | $852K | Sell |
94,352
-10,000
| -10% | -$90.3K | 0.08% | 345 |
|
|
2022
Q1 | $1.13M | Sell |
104,352
-44,884
| -30% | -$484K | 0.1% | 263 |
|
|
2021
Q4 | $1.67M | Buy |
+149,236
| New | +$1.67M | 0.15% | 155 |
|