Global Wealth Management Investment Advisory’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 | $1.09M | Buy |
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|
2025
Q2 | $1.08M | Buy |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $937K | Buy |
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|
2024
Q2 | $724K | Buy |
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|
2024
Q1 | $691K | Buy |
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|
2023
Q4 | $619K | Buy |
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|
2023
Q3 | $618K | Buy |
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|
2023
Q2 | $539K | Buy |
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|
2023
Q1 | $458K | Buy |
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|
2022
Q4 | $433K | Buy |
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|
2022
Q3 | $364K | Buy |
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|
2022
Q2 | $340K | Buy |
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|
2022
Q1 | $353K | Buy |
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|
2021
Q4 | $288K | Buy |
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|
2021
Q3 | $234K | Buy |
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|
2021
Q2 | $186K | Buy |
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|
2021
Q1 | $142K | Buy |
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|
2020
Q4 | $107K | Buy |
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|
2020
Q3 | $76K | Buy |
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|
2020
Q2 | $78K | Buy |
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|
2020
Q1 | $26K | Buy |
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