AWS
Aris Wealth Services’s MidCap Financial Investment MFIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $819K | Buy |
149,396
+4,565
| +3% | +$25K | 1.72% | 20 |
|
|
2015
Q2 | $1.03M | Buy |
144,831
+1,028
| +0.7% | +$7.28K | 0.94% | 23 |
|
|
2015
Q1 | $1.1M | Buy |
143,803
+11,948
| +9% | +$91.7K | 1.03% | 17 |
|
|
2014
Q4 | $978K | Buy |
+131,855
| New | +$978K | 1.09% | 19 |
|