AWM
Activest 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 | $28.6K | Hold |
2,266
| – | – | 0.01% | 268 |
|
|
2025
Q1 | $29.1K | Hold |
2,266
| – | – | 0.01% | 240 |
|
|
2024
Q4 | $30.6K | Hold |
2,266
| – | – | 0.01% | 212 |
|
|
2024
Q3 | $30.3K | Hold |
2,266
| – | – | 0.01% | 214 |
|
|
2024
Q2 | $34.3K | Buy |
+2,266
| New | +$34.3K | 0.01% | 206 |
|
|
2023
Q1 | – | Sell |
-71,950
| Closed | -$820K | – | 445 |
|
|
2022
Q4 | $820K | Hold |
71,950
| – | – | 0.24% | 36 |
|
|
2022
Q3 | $735K | Buy |
+71,950
| New | +$735K | 0.24% | 33 |
|