Gradient Investments’s Midwest Holding Inc. Common Stock MDWT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
– Sell
-82,232
Closed -$2.15M – 1928
2023
Q3
$2.15M Hold
82,232
– – 0.06% 157
2023
Q2
$2.16M Hold
82,232
– – 0.06% 154
2023
Q1
$1.3M Hold
82,232
– – 0.04% 169
2022
Q4
$1.05M Hold
82,232
– – 0.03% 180
2022
Q3
$1.09M Hold
82,232
– – 0.03% 176
2022
Q2
$988K Hold
82,232
– – 0.03% 181
2022
Q1
$1.38M Hold
82,232
– – 0.04% 167
2021
Q4
$1.44M Hold
82,232
– – 0.04% 161
2021
Q3
$3.2M Hold
82,232
– – 0.09% 155
2021
Q2
$3.22M Buy
82,232
+15,557
+23% +$686K 0.09% 150
2021
Q1
$3.33M Buy
+66,675
New +$3.51M 0.11% 151

Gradient Investments's MDWT Position: Q4 2023 in Review

Gradient Investments sold out of Midwest Holding Inc. Common Stock (MDWT) in Q4 2023, closing a stake of 82,232 shares — an estimated $2.15M sold.

Gradient Investments first reported a position in MDWT in Q1 2021 and held it in 11 quarters. The position peaked at $3.33M in Q1 2021. 0 funds tracked by Wall St. Rank hold MDWT as of Q4 2023.

  • Gradient Investments reported no remaining Midwest Holding Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Gradient Investments sold 82,232 Midwest Holding Inc. Common Stock shares in Q4 2023, an estimated $2.15M.
  • Gradient Investments first reported a position in Midwest Holding Inc. Common Stock in Q1 2021 and held it in 11 quarters.
  • Gradient Investments's Midwest Holding Inc. Common Stock position peaked at $3.33M in Q1 2021.
  • 0 funds tracked by Wall St. Rank held Midwest Holding Inc. Common Stock as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.