Cetera Investment Advisers’s MidCap Financial Investment MFIC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $383K | Buy |
30,384
+621
| +2% | +$7.84K | ﹤0.01% | 3175 |
|
2025
Q1 | $383K | Sell |
29,763
-69,224
| -70% | -$890K | ﹤0.01% | 3069 |
|
2024
Q4 | $1.34M | Sell |
98,987
-35,584
| -26% | -$480K | ﹤0.01% | 1953 |
|
2024
Q3 | $1.8M | Buy |
134,571
+121,828
| +956% | +$1.63M | ﹤0.01% | 1696 |
|
2024
Q2 | $193K | Sell |
12,743
-2,892
| -18% | -$43.8K | ﹤0.01% | 3373 |
|
2024
Q1 | $235K | Buy |
+15,635
| New | +$235K | ﹤0.01% | 3243 |
|
2022
Q2 | – | Sell |
-23,940
| Closed | -$316K | – | 1894 |
|
2022
Q1 | $316K | Sell |
23,940
-5,313
| -18% | -$70.1K | ﹤0.01% | 1444 |
|
2021
Q4 | $374K | Buy |
+29,253
| New | +$374K | 0.01% | 1362 |
|
2021
Q2 | – | Sell |
-14,155
| Closed | -$194K | – | 1794 |
|
2021
Q1 | $194K | Sell |
14,155
-4,207
| -23% | -$57.7K | ﹤0.01% | 1490 |
|
2020
Q4 | $195K | Buy |
+18,362
| New | +$195K | ﹤0.01% | 1455 |
|