B. Riley 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
Q3 | $229K | Hold |
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|
2025
Q2 | $241K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $156K | Sell |
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|
2023
Q4 | $188K | Buy |
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|
2023
Q3 | $156K | Sell |
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|
2023
Q2 | $186K | Sell |
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|
2023
Q1 | $181K | Buy |
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|
2022
Q4 | $178K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $143K | Buy |
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|
2022
Q1 | $142K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $136K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $152K | Buy |
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|
2020
Q4 | $123K | Sell |
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|
2020
Q3 | $162K | Sell |
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|
2020
Q2 | $170K | Sell |
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|
2020
Q1 | $250K | Buy |
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|
2019
Q4 | $521K | Buy |
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|
2019
Q3 | $496K | Sell |
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|
2019
Q2 | $603K | Sell |
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|
2019
Q1 | $606K | Buy |
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|
2018
Q4 | $569K | Sell |
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|
2018
Q3 | $2.47M | Sell |
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|
2018
Q2 | $2.57M | Sell |
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|
2018
Q1 | $2.49M | Buy |
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|
2017
Q4 | $1.96M | Buy |
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|
2017
Q3 | $261K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $57K | Buy |
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|
2015
Q2 | $73K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1.1K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $76.6K | Buy |
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|
2014
Q1 | $66K | Buy |
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