BAM
Bruderman Asset Management’s MidCap Financial Investment MFIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,400
| Closed | -$51K | – | 381 |
|
|
2019
Q1 | $51K | Hold |
3,400
| – | – | 0.01% | 267 |
|
|
2018
Q4 | $42K | Sell |
3,400
-8,740
| -72% | -$108K | 0.01% | 259 |
|
|
2018
Q3 | $66K | Buy |
12,140
+7,440
| +158% | +$40.4K | 0.02% | 175 |
|
|
2018
Q2 | $26K | Hold |
4,700
| – | – | 0.01% | 253 |
|
|
2018
Q1 | $25K | Buy |
+4,700
| New | +$25K | 0.01% | 258 |
|