U.S. Capital Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-58,009
| Closed | -$410K | – | 693 |
|
|
2023
Q4 | $410K | Buy |
58,009
+104
| +0.2% | +$735 | 0.02% | 489 |
|
|
2023
Q3 | $431K | Buy |
57,905
+97
| +0.2% | +$723 | 0.02% | 459 |
|
|
2023
Q2 | $473K | Buy |
57,808
+85
| +0.1% | +$695 | 0.02% | 451 |
|
|
2023
Q1 | $442K | Buy |
57,723
+85
| +0.1% | +$650 | 0.02% | 455 |
|
|
2022
Q4 | $492K | Buy |
57,638
+75
| +0.1% | +$641 | 0.02% | 453 |
|
|
2022
Q3 | $417K | Buy |
57,563
+83
| +0.1% | +$601 | 0.02% | 474 |
|
|
2022
Q2 | $519K | Buy |
57,480
+2,500
| +5% | +$22.6K | 0.02% | 443 |
|
|
2022
Q1 | $593K | Sell |
54,980
-2,930
| -5% | -$31.6K | 0.02% | 477 |
|
|
2021
Q4 | $650K | Buy |
+57,910
| New | +$650K | 0.03% | 464 |
|