CAPTRUST Financial Advisors
MDWT

CAPTRUST Financial Advisors’s Midwest Holding Inc. Common Stock MDWT Stock Holding History

CAPTRUST Financial Advisors’s Portfolio MDWT Stock Details MDWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,055
Closed -$315K – 2840
2023
Q3 		$315K Buy
12,055
+50
+0.4% +$1.32K ﹤0.01% 1958
2023
Q2 		$316K Buy
12,005
+50
+0.4% +$1.12K ﹤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 +$164K ﹤0.01% 1867

CAPTRUST Financial Advisors's MDWT Position: Q4 2023 in Review

CAPTRUST Financial Advisors sold out of Midwest Holding Inc. Common Stock (MDWT) in Q4 2023, closing a stake of 12,055 shares — an estimated $315K sold.

CAPTRUST Financial Advisors first reported a position in MDWT in Q3 2022 and held it in 5 quarters. The position peaked at $316K in Q2 2023. 0 funds tracked by Wall St. Rank hold MDWT as of Q4 2023.

  • CAPTRUST Financial Advisors reported no remaining Midwest Holding Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 12,055 Midwest Holding Inc. Common Stock shares in Q4 2023, an estimated $315K.
  • CAPTRUST Financial Advisors first reported a position in Midwest Holding Inc. Common Stock in Q3 2022 and held it in 5 quarters.
  • CAPTRUST Financial Advisors's Midwest Holding Inc. Common Stock position peaked at $316K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held Midwest Holding Inc. Common Stock as of Q4 2023.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.