Arete Wealth Advisors’s MidCap Financial Investment MFIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
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|
2025
Q1 | $199K | Sell |
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|
2024
Q4 | $249K | Buy |
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|
2024
Q3 | $190K | Sell |
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|
2024
Q2 | $1.46M | Sell |
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|
2024
Q1 | $2.93M | Sell |
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|
2023
Q4 | $4.36M | Sell |
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|
2023
Q3 | $5.43M | Sell |
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|
2023
Q2 | $5.65M | Sell |
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|
2023
Q1 | $5.18M | Buy |
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|
2022
Q4 | $5.01B | Buy |
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|
2022
Q3 | $4.24M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $5.1M | Buy |
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|
2021
Q4 | $3.39M | Buy |
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