Carolinas Wealth Consulting’s MidCap Financial Investment MFIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,725
| Closed | -$19K | – | 922 |
|
|
2022
Q2 | $19K | Hold |
1,725
| – | – | ﹤0.01% | 461 |
|
|
2022
Q1 | $23K | Hold |
1,725
| – | – | 0.01% | 456 |
|
|
2021
Q4 | $23K | Sell |
1,725
-1
| -0.1% | -$13 | 0.01% | 466 |
|
|
2021
Q3 | $23K | Buy |
1,726
+44
| +3% | +$586 | 0.01% | 450 |
|
|
2021
Q2 | $24K | Buy |
1,682
+43
| +3% | +$614 | 0.01% | 471 |
|
|
2021
Q1 | $23K | Buy |
+1,639
| New | +$23K | 0.01% | 486 |
|