Focused Wealth Management’s MidCap Financial Investment MFIC Stock Holding History

Focused 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
2024 Q1	–	Sell	-181	Closed	-$2.48K	–	604
2023 Q4	$2.48K	Hold	181	–	–	﹤0.01%	722
2023 Q3	$2.49K	Hold	181	–	–	﹤0.01%	715
2023 Q2	$2.27K	Hold	181	–	–	﹤0.01%	742
2023 Q1	$2.06K	Hold	181	–	–	﹤0.01%	762
2022 Q4	$2.06K	Hold	181	–	–	﹤0.01%	739
2022 Q3	$2K	Hold	181	–	–	﹤0.01%	733
2022 Q2	$2K	Hold	181	–	–	﹤0.01%	705
2022 Q1	$2K	Hold	181	–	–	﹤0.01%	748
2021 Q4	$2K	Hold	181	–	–	﹤0.01%	773
2021 Q3	$2K	Hold	181	–	–	﹤0.01%	761
2021 Q2	$2K	Hold	181	–	–	﹤0.01%	759
2021 Q1	$2K	Hold	181	–	–	﹤0.01%	740
2020 Q4	$2K	Hold	181	–	–	﹤0.01%	701
2020 Q3	$1K	Hold	181	–	–	﹤0.01%	689
2020 Q2	$2K	Hold	181	–	–	﹤0.01%	630
2020 Q1	$1K	Hold	181	–	–	﹤0.01%	634
2019 Q4	$3K	Hold	181	–	–	﹤0.01%	599
2019 Q3	$3K	Hold	181	–	–	﹤0.01%	591
2019 Q2	$3K	Hold	181	–	–	﹤0.01%	617
2019 Q1	$3K	Hold	181	–	–	﹤0.01%	580
2018 Q4	$2K	Sell	181 -1	-0.5%	-$11	﹤0.01%	600
2018 Q3	$3K	Hold	182	–	–	﹤0.01%	542
2018 Q2	$3K	Hold	182	–	–	﹤0.01%	545
2018 Q1	$3K	Hold	182	–	–	﹤0.01%	581
2017 Q4	$3K	Hold	182	–	–	﹤0.01%	580
2017 Q3	$3K	Hold	182	–	–	﹤0.01%	545
2017 Q2	$3K	Hold	182	–	–	﹤0.01%	594
2017 Q1	$4K	Hold	182	–	–	﹤0.01%	557
2016 Q4	$3K	Hold	182	–	–	﹤0.01%	586
2016 Q3	$3K	Hold	182	–	–	﹤0.01%	573
2016 Q2	$3K	Hold	182	–	–	﹤0.01%	567
2016 Q1	$3K	Sell	182 -250	-58%	-$4.12K	﹤0.01%	528
2015 Q4	$7K	Hold	432	–	–	﹤0.01%	457
2015 Q3	$7K	Hold	432	–	–	﹤0.01%	446
2015 Q2	$9K	Sell	432 -741	-63%	-$15.4K	0.01%	420
2015 Q1	$27K	Sell	1,173 -134	-10%	-$3.08K	0.02%	273
2014 Q4	$29K	Buy	1,307 +1,125	+618%	+$25K	0.02%	256
2014 Q3	$4K	Hold	182	–	–	﹤0.01%	533
2014 Q2	$5K	Hold	182	–	–	﹤0.01%	507
2014 Q1	$5K	Hold	182	–	–	﹤0.01%	478
2013 Q4	$5K	Hold	182	–	–	﹤0.01%	474
2013 Q3	$4K	Buy	+182	New	+$4K	﹤0.01%	469