TVWM
MRCC

Tower View Wealth Management’s Monroe Capital Corp MRCC Stock Holding History

Tower View Wealth Management’s Portfolio MRCC Stock Details MRCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,000
Closed -$10K – 213
2021
Q3 		$10K Buy
+1,000
New +$10.8K 0.01% 181

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C
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SIA
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Commonwealth Equity Services
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Mackenzie Financial
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Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Tower View Wealth Management's MRCC Position: Q4 2021 in Review

Tower View Wealth Management sold out of Monroe Capital Corp (MRCC) in Q4 2021, closing a stake of 1,000 shares — an estimated $10K sold.

Tower View Wealth Management first reported a position in MRCC in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 71 funds tracked by Wall St. Rank hold MRCC as of Q4 2021.

  • Tower View Wealth Management reported no remaining Monroe Capital Corp position as of Q4 2021 after selling out during the quarter.
  • Tower View Wealth Management sold 1,000 Monroe Capital Corp shares in Q4 2021, an estimated $10K.
  • Tower View Wealth Management first reported a position in Monroe Capital Corp in Q3 2021 and held it in 1 quarter.
  • Tower View Wealth Management's Monroe Capital Corp position peaked at $10K in Q3 2021.
  • 71 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q4 2021.

Based on Tower View Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.