Dynamic Advisor Solutions’s MidCap Financial Investment MFIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-4,732
| Closed | -$101K | – | 200 |
|
|
2015
Q2 | $101K | Buy |
4,732
+119
| +3% | +$2.54K | 0.06% | 154 |
|
|
2015
Q1 | $106K | Buy |
4,613
+121
| +3% | +$2.78K | 0.05% | 186 |
|
|
2014
Q4 | $100K | Buy |
4,492
+108
| +2% | +$2.4K | 0.05% | 184 |
|
|
2014
Q3 | $107K | Buy |
+4,384
| New | +$107K | 0.06% | 187 |
|