Carson Wealth (CWM LLC)’s MidCap Financial Investment MFIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13K | Buy |
+1,050
| New | +$13K | ﹤0.01% | 4162 |
|
|
2022
Q1 | – | Sell |
-51
| Closed | -$1K | – | 3710 |
|
|
2021
Q4 | $1K | Buy |
+51
| New | +$1K | ﹤0.01% | 3316 |
|
|
2015
Q4 | – | Sell |
-836
| Closed | -$14K | – | 729 |
|
|
2015
Q3 | $14K | Buy |
+836
| New | +$14K | ﹤0.01% | 406 |
|