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.