BWA
BDO Wealth Advisors’s MidCap Financial Investment MFIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-171
| Closed | -$3K | – | 658 |
|
|
2019
Q1 | $3K | Buy |
171
+6
| +4% | +$105 | ﹤0.01% | 542 |
|
|
2018
Q4 | $2K | Sell |
165
-319
| -66% | -$3.87K | ﹤0.01% | 499 |
|
|
2018
Q3 | $3K | Buy |
484
+12
| +3% | +$74 | ﹤0.01% | 534 |
|
|
2018
Q2 | $3K | Buy |
472
+13
| +3% | +$83 | ﹤0.01% | 550 |
|
|
2018
Q1 | $2K | Buy |
+459
| New | +$2K | ﹤0.01% | 515 |
|
|
2017
Q3 | – | Sell |
-427
| Closed | -$3K | – | 509 |
|
|
2017
Q2 | $3K | Buy |
+427
| New | +$3K | ﹤0.01% | 476 |
|