Evoke Wealth’s MidCap Financial Investment MFIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $464K | Hold |
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|
2025
Q1 | $473K | Hold |
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|
2024
Q4 | $496K | Hold |
|
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|
2024
Q3 | $493K | Buy |
|
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $553K | Buy |
|
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|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $506K | Hold |
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|
2023
Q2 | $462K | Hold |
|
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|
2023
Q1 | $420K | Hold |
|
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|
2022
Q4 | $433K | Hold |
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|
2022
Q3 | $388K | Hold |
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|
2022
Q2 | $410K | Hold |
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|
2022
Q1 | $500K | Hold |
|
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|
2021
Q4 | $484K | Hold |
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|
2021
Q3 | $490K | Buy |
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|
2021
Q2 | $403K | Buy |
|