Concert Wealth Management’s MidCap Financial Investment MFIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-5,678
| Closed | -$99K | – | 322 |
|
|
2017
Q1 | $99K | Hold |
5,678
| – | – | 0.02% | 472 |
|
|
2016
Q4 | $99K | Sell |
5,678
-2,286
| -29% | -$39.9K | 0.02% | 474 |
|
|
2016
Q3 | $139K | Sell |
7,964
-567
| -7% | -$9.9K | 0.02% | 709 |
|
|
2016
Q2 | $142K | Buy |
8,531
+18
| +0.2% | +$300 | 0.02% | 630 |
|
|
2016
Q1 | $142K | Sell |
8,513
-1,237
| -13% | -$20.6K | 0.02% | 627 |
|
|
2015
Q4 | $155K | Sell |
9,750
-944
| -9% | -$15K | 0.02% | 622 |
|
|
2015
Q3 | $177K | Sell |
10,694
-334
| -3% | -$5.53K | 0.02% | 628 |
|
|
2015
Q2 | $235K | Sell |
11,028
-18
| -0.2% | -$384 | 0.03% | 580 |
|
|
2015
Q1 | $18K | Buy |
11,046
+14
| +0.1% | +$23 | 0.01% | 461 |
|
|
2014
Q4 | $247K | Sell |
11,032
-13
| -0.1% | -$291 | 0.04% | 520 |
|
|
2014
Q3 | $267K | Buy |
11,045
+3
| +0% | +$73 | 0.04% | 415 |
|
|
2014
Q2 | $270K | Buy |
11,042
+41
| +0.4% | +$1K | 0.03% | 437 |
|
|
2014
Q1 | $271K | Buy |
+11,001
| New | +$271K | 0.03% | 434 |
|
|
2013
Q4 | – | Sell |
-11,370
| Closed | -$273K | – | 555 |
|
|
2013
Q3 | $273K | Sell |
11,370
-599
| -5% | -$14.4K | 0.04% | 388 |
|
|
2013
Q2 | $277K | Buy |
+11,969
| New | +$277K | 0.04% | 360 |
|