Monroe Cap shares owned by Forum Financial Management
Quarter-by-quarter ownership of Monroe Cap (MRCC) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Monroe Cap
Tip: Access up to 7 years of quarterly data
All positions including Monroe Cap held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Monroe Cap by Forum Financial Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $387k | 55k | 7.07 |
2023-09-30 | $149k | 20k | 7.45 |
2023-06-30 | $164k | 20k | 8.18 |
2023-03-31 | $153k | 20k | 7.65 |
2022-12-31 | $171k | 20k | 8.54 |
2022-09-30 | $145k | 20k | 7.25 |
2022-06-30 | $181k | 20k | 9.05 |
2022-03-31 | $215k | 20k | 10.75 |
More positions owned by Forum Financial Management
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