Cape Investment Advisory’s MidCap Financial Investment MFIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.5K | Hold |
1,784
| – | – | 0.01% | 484 |
|
|
2025
Q1 | $22.9K | Hold |
1,784
| – | – | 0.01% | 454 |
|
|
2024
Q4 | $24.1K | Hold |
1,784
| – | – | 0.01% | 450 |
|
|
2024
Q3 | $23.9K | Buy |
+1,784
| New | +$23.9K | 0.01% | 429 |
|
|
2024
Q1 | – | Sell |
-6,712
| Closed | -$91.8K | – | 1074 |
|
|
2023
Q4 | $91.8K | Buy |
+6,712
| New | +$91.8K | 0.04% | 246 |
|