Activest Wealth Management’s MidCap Financial Investment MFIC Stock Holding History

Activest Wealth Management’s Portfolio MFIC Stock Details MFIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$28.6K	Hold
2025 Q1	$29.1K	Hold
2024 Q4	$30.6K	Hold
2024 Q3	$30.3K	Hold
2024 Q2	$34.3K	Buy
2023 Q1	–	Sell
2022 Q4	$820K	Hold
2022 Q3	$735K	Buy