Cumberland Partners’s MidCap Financial Investment MFIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-15,519
| Closed | -$250K | – | 177 |
|
|
2019
Q3 | $250K | Hold |
15,519
| – | – | 0.02% | 152 |
|
|
2019
Q2 | $245K | Hold |
15,519
| – | – | 0.02% | 160 |
|
|
2019
Q1 | $235K | Sell |
15,519
-1,216
| -7% | -$18.4K | 0.02% | 156 |
|
|
2018
Q4 | $208K | Sell |
16,735
-502
| -3% | -$6.24K | 0.02% | 160 |
|
|
2018
Q3 | $281K | Sell |
17,237
-493
| -3% | -$8.04K | 0.03% | 164 |
|
|
2018
Q2 | $296K | Buy |
+17,730
| New | +$296K | 0.03% | 168 |
|