Avantax Planning Partners’s MidCap Financial Investment MFIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-889
| Closed | -$15K | – | 834 |
|
|
2018
Q3 | $15K | Buy |
+889
| New | +$15K | ﹤0.01% | 776 |
|
|
2018
Q2 | – | Sell |
-9,778
| Closed | -$153K | – | 961 |
|
|
2018
Q1 | $153K | Sell |
9,778
-860
| -8% | -$13.5K | 0.01% | 336 |
|
|
2017
Q4 | $181K | Sell |
10,638
-1,084
| -9% | -$18.4K | 0.02% | 299 |
|
|
2017
Q3 | $215K | Buy |
11,722
+151
| +1% | +$2.77K | 0.02% | 348 |
|
|
2017
Q2 | $222K | Buy |
11,571
+10
| +0.1% | +$192 | 0.02% | 313 |
|
|
2017
Q1 | $228K | Buy |
11,561
+250
| +2% | +$4.93K | 0.02% | 294 |
|
|
2016
Q4 | $199K | Buy |
+11,311
| New | +$199K | 0.02% | 298 |
|