DWM
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DKM Wealth Management’s MidCap Financial Investment MFIC Stock Holding History

DKM Wealth Management’s Portfolio MFIC Stock Details MFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$297K Hold
23,500
– – 0.26% 39
2025
Q1 		$302K Hold
23,500
– – 0.29% 36
2024
Q4 		$317K Buy
+23,500
New +$317K 0.3% 37