Evoke Wealth’s MidCap Financial Investment MFIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Hold |
36,800
| – | – | 0.01% | 349 |
|
|
2025
Q1 | $473K | Hold |
36,800
| – | – | 0.01% | 282 |
|
|
2024
Q4 | $496K | Hold |
36,800
| – | – | 0.01% | 263 |
|
|
2024
Q3 | $493K | Buy |
+36,800
| New | +$493K | 0.01% | 257 |
|
|
2024
Q2 | – | Sell |
-36,800
| Closed | -$553K | – | 276 |
|
|
2024
Q1 | $553K | Buy |
+36,800
| New | +$553K | 0.02% | 233 |
|
|
2023
Q4 | – | Sell |
-36,800
| Closed | -$506K | – | 247 |
|
|
2023
Q3 | $506K | Hold |
36,800
| – | – | 0.02% | 236 |
|
|
2023
Q2 | $462K | Hold |
36,800
| – | – | 0.02% | 229 |
|
|
2023
Q1 | $420K | Hold |
36,800
| – | – | 0.02% | 231 |
|
|
2022
Q4 | $433K | Hold |
36,800
| – | – | 0.02% | 230 |
|
|
2022
Q3 | $388K | Hold |
36,800
| – | – | 0.02% | 237 |
|
|
2022
Q2 | $410K | Hold |
36,800
| – | – | 0.02% | 239 |
|
|
2022
Q1 | $500K | Hold |
36,800
| – | – | 0.02% | 234 |
|
|
2021
Q4 | $484K | Hold |
36,800
| – | – | 0.02% | 245 |
|
|
2021
Q3 | $490K | Buy |
36,800
+8,000
| +28% | +$107K | 0.02% | 231 |
|
|
2021
Q2 | $403K | Buy |
+28,800
| New | +$403K | 0.02% | 265 |
|