Accel Wealth Management’s MidCap Financial Investment MFIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $173K | Buy |
13,731
+80
| +0.6% | +$1.01K | 0.06% | 260 |
|
|
2025
Q1 | $176K | Buy |
13,651
+1,074
| +9% | +$13.8K | 0.06% | 246 |
|
|
2024
Q4 | $170K | Buy |
12,577
+69
| +0.6% | +$931 | 0.06% | 241 |
|
|
2024
Q3 | $167K | Buy |
12,508
+2,508
| +25% | +$33.6K | 0.06% | 247 |
|
|
2024
Q2 | $151K | Buy |
+10,000
| New | +$151K | 0.06% | 232 |
|