Golden State Wealth Management’s MidCap Financial Investment MFIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-5,920
| Closed | -$49K | – | 345 |
|
|
2020
Q3 | $49K | Buy |
+5,920
| New | +$49K | 0.02% | 330 |
|
|
2020
Q2 | – | Sell |
-15,964
| Closed | -$108K | – | 608 |
|
|
2020
Q1 | $108K | Buy |
+15,964
| New | +$108K | 0.05% | 240 |
|
|
2019
Q4 | – | Sell |
-15,933
| Closed | -$256K | – | 576 |
|
|
2019
Q3 | $256K | Buy |
15,933
+13,600
| +583% | +$219K | 0.08% | 173 |
|
|
2019
Q2 | $36K | Hold |
2,333
| – | – | 0.01% | 527 |
|
|
2019
Q1 | $35K | Buy |
+2,333
| New | +$35K | 0.01% | 522 |
|