Gradient Investments’s Midwest Holding Inc. Common Stock MDWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-82,232
| Closed | -$2.15M | – | 1929 |
|
|
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% | +$610K | 0.09% | 150 |
|
|
2021
Q1 | $3.33M | Buy |
+66,675
| New | +$3.33M | 0.11% | 151 |
|