Advocacy Wealth Management Services’s MidCap Financial Investment MFIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-667
| Closed | -$13K | – | 280 |
|
|
2017
Q2 | $13K | Sell |
667
-1,000
| -60% | -$19.5K | ﹤0.01% | 164 |
|
|
2017
Q1 | $33K | Hold |
1,667
| – | – | 0.01% | 108 |
|
|
2016
Q4 | $29K | Buy |
1,667
+167
| +11% | +$2.91K | 0.01% | 111 |
|
|
2016
Q3 | $26K | Hold |
1,500
| – | – | 0.01% | 170 |
|
|
2016
Q2 | $25K | Sell |
1,500
-117
| -7% | -$1.95K | 0.01% | 206 |
|
|
2016
Q1 | $27K | Hold |
1,617
| – | – | 0.02% | 253 |
|
|
2015
Q4 | $25K | Buy |
+1,617
| New | +$25K | 0.03% | 245 |
|