All Terrain Financial Advisors’s MidCap Financial Investment MFIC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-19,499
| Closed | -$308K | – | 144 |
|
2019
Q2 | $308K | Hold |
19,499
| – | – | 0.1% | 88 |
|
2019
Q1 | $295K | Buy |
19,499
+500
| +3% | +$7.56K | 0.1% | 94 |
|
2018
Q4 | $236K | Buy |
18,999
+6,499
| +52% | +$80.7K | 0.09% | 106 |
|
2018
Q3 | $204K | Hold |
12,500
| – | – | 0.08% | 129 |
|
2018
Q2 | $209K | Sell |
12,500
-7,500
| -38% | -$125K | 0.09% | 125 |
|
2018
Q1 | $313K | Hold |
20,000
| – | – | 0.14% | 96 |
|
2017
Q4 | $340K | Buy |
+20,000
| New | +$340K | 0.16% | 84 |
|