Global Wealth Management Investment Advisory’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 | $1.08M | Buy |
85,220
+6,112
| +8% | +$77.1K | 0.2% | 97 |
|
|
2025
Q1 | $1.02M | Sell |
79,108
-64
| -0.1% | -$823 | 0.2% | 96 |
|
|
2024
Q4 | $1.07M | Buy |
79,172
+9,179
| +13% | +$124K | 0.22% | 93 |
|
|
2024
Q3 | $937K | Buy |
69,993
+22,149
| +46% | +$297K | 0.2% | 98 |
|
|
2024
Q2 | $724K | Buy |
47,844
+1,901
| +4% | +$28.8K | 0.17% | 99 |
|
|
2024
Q1 | $691K | Buy |
45,943
+674
| +1% | +$10.1K | 0.17% | 98 |
|
|
2023
Q4 | $619K | Buy |
45,269
+333
| +0.7% | +$4.56K | 0.16% | 103 |
|
|
2023
Q3 | $618K | Buy |
44,936
+2,027
| +5% | +$27.9K | 0.17% | 103 |
|
|
2023
Q2 | $539K | Buy |
42,909
+2,693
| +7% | +$33.8K | 0.15% | 110 |
|
|
2023
Q1 | $458K | Buy |
40,216
+2,275
| +6% | +$25.9K | 0.14% | 110 |
|
|
2022
Q4 | $433K | Buy |
37,941
+2,369
| +7% | +$27K | 0.14% | 108 |
|
|
2022
Q3 | $364K | Buy |
35,572
+3,961
| +13% | +$40.5K | 0.13% | 107 |
|
|
2022
Q2 | $340K | Buy |
31,611
+4,942
| +19% | +$53.2K | 0.11% | 113 |
|
|
2022
Q1 | $353K | Buy |
26,669
+4,186
| +19% | +$55.4K | 0.11% | 115 |
|
|
2021
Q4 | $288K | Buy |
22,483
+4,432
| +25% | +$56.8K | 0.09% | 127 |
|
|
2021
Q3 | $234K | Buy |
18,051
+4,415
| +32% | +$57.2K | 0.07% | 129 |
|
|
2021
Q2 | $186K | Buy |
13,636
+3,262
| +31% | +$44.5K | 0.06% | 134 |
|
|
2021
Q1 | $142K | Buy |
10,374
+338
| +3% | +$4.63K | 0.05% | 134 |
|
|
2020
Q4 | $107K | Buy |
10,036
+898
| +10% | +$9.57K | 0.04% | 137 |
|
|
2020
Q3 | $76K | Buy |
9,138
+1,039
| +13% | +$8.64K | 0.03% | 148 |
|
|
2020
Q2 | $78K | Buy |
8,099
+4,260
| +111% | +$41K | 0.03% | 160 |
|
|
2020
Q1 | $26K | Buy |
+3,839
| New | +$26K | 0.01% | 228 |
|