CAPTRUST Financial Advisors’s Midwest Holding Inc. Common Stock MDWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,055
| Closed | -$315K | – | 2781 |
|
|
2023
Q3 | $315K | Buy |
12,055
+50
| +0.4% | +$1.31K | ﹤0.01% | 1958 |
|
|
2023
Q2 | $316K | Buy |
12,005
+50
| +0.4% | +$1.32K | ﹤0.01% | 1930 |
|
|
2023
Q1 | $189K | Hold |
11,955
| – | – | ﹤0.01% | 2066 |
|
|
2022
Q4 | $152K | Hold |
11,955
| – | – | ﹤0.01% | 1994 |
|
|
2022
Q3 | $158K | Buy |
+11,955
| New | +$158K | ﹤0.01% | 1867 |
|