EAM
Evanson Asset Management’s MidCap Financial Investment MFIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-11,494
| Closed | -$60K | – | 206 |
|
|
2015
Q4 | $60K | Buy |
11,494
+398
| +4% | +$2.07K | 0.02% | 193 |
|
|
2015
Q3 | $61K | Buy |
11,096
+302
| +3% | +$1.67K | 0.02% | 197 |
|
|
2015
Q2 | $76K | Buy |
10,794
+273
| +3% | +$1.92K | 0.03% | 207 |
|
|
2015
Q1 | $81K | Buy |
10,521
+275
| +3% | +$2.13K | 0.03% | 191 |
|
|
2014
Q4 | $76K | Buy |
+10,246
| New | +$76K | 0.03% | 184 |
|