Monroe Cap shares owned by HB Wealth Management
Quarter-by-quarter ownership of Monroe Cap (MRCC) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in Monroe Cap
Tip: Access up to 7 years of quarterly data
All positions including Monroe Cap held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Monroe Cap by HB Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $444k | 55k | 8.08 |
2024-06-30 | $406k | 53k | 7.61 |
2024-03-31 | $360k | 50k | 7.20 |
2023-12-31 | $341k | 48k | 7.07 |
2023-09-30 | $405k | 54k | 7.45 |
2023-06-30 | $432k | 53k | 8.18 |
2023-03-31 | $392k | 51k | 7.65 |
2022-12-31 | $433k | 51k | 8.54 |
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