DFPG Investments’s MidCap Financial Investment MFIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-10,579
| Closed | -$124K | – | 173 |
|
|
2020
Q4 | $124K | Sell |
10,579
-27
| -0.3% | -$316 | 0.06% | 155 |
|
|
2020
Q3 | $91K | Sell |
10,606
-1,634
| -13% | -$14K | 0.05% | 164 |
|
|
2020
Q2 | $113K | Hold |
12,240
| – | – | 0.07% | 164 |
|
|
2020
Q1 | $99K | Buy |
12,240
+1
| +0% | +$8 | 0.07% | 147 |
|
|
2019
Q4 | $216K | Sell |
12,239
-1,082
| -8% | -$19.1K | 0.14% | 144 |
|
|
2019
Q3 | $205K | Buy |
13,321
+39
| +0.3% | +$600 | 0.17% | 146 |
|
|
2019
Q2 | $217K | Sell |
13,282
-630
| -5% | -$10.3K | 0.21% | 138 |
|
|
2019
Q1 | $212K | Sell |
13,912
-3,007
| -18% | -$45.8K | 0.23% | 121 |
|
|
2018
Q4 | $210K | Buy |
+16,919
| New | +$210K | 0.28% | 109 |
|