Gradient Investments’s MidCap Financial Investment MFIC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-46
Closed -$1K 1275
2021
Q4
$1K Buy
+46
New +$1K ﹤0.01% 1161
2021
Q1
Sell
-880
Closed -$7K 1227
2020
Q4
$7K Hold
880
﹤0.01% 757
2020
Q3
$7K Hold
880
﹤0.01% 763
2020
Q2
$8K Hold
880
﹤0.01% 681
2020
Q1
$6K Hold
880
﹤0.01% 750
2019
Q4
$15K Hold
880
﹤0.01% 614
2019
Q3
$14K Hold
880
﹤0.01% 588
2019
Q2
$14K Hold
880
﹤0.01% 579
2019
Q1
$13K Hold
880
﹤0.01% 513
2018
Q4
$11K Buy
880
+587
+200% +$7.34K ﹤0.01% 561
2018
Q3
$5K Hold
293
﹤0.01% 740
2018
Q2
$5K Hold
293
﹤0.01% 726
2018
Q1
$5K Hold
293
﹤0.01% 729
2017
Q4
$5K Buy
+293
New +$5K ﹤0.01% 697
2017
Q3
Sell
-293
Closed -$6K 521
2017
Q2
$6K Hold
293
﹤0.01% 557
2017
Q1
$6K Hold
293
﹤0.01% 587
2016
Q4
$5K Hold
293
﹤0.01% 551
2016
Q3
$5K Hold
293
﹤0.01% 536
2016
Q2
$5K Hold
293
﹤0.01% 513
2016
Q1
$5K Hold
293
﹤0.01% 532
2015
Q4
$5K Hold
293
﹤0.01% 493
2015
Q3
$5K Hold
293
﹤0.01% 453
2015
Q2
$6K Sell
293
-42
-13% -$860 ﹤0.01% 444
2015
Q1
$8K Buy
335
+42
+14% +$1K ﹤0.01% 437
2014
Q4
$7K Hold
293
﹤0.01% 395
2014
Q3
$7K Hold
293
﹤0.01% 363
2014
Q2
$8K Hold
293
﹤0.01% 367
2014
Q1
$7K Hold
293
﹤0.01% 371
2013
Q4
$7K Hold
293
﹤0.01% 404
2013
Q3
$7K Hold
293
﹤0.01% 311
2013
Q2
$7K Buy
+293
New +$7K ﹤0.01% 291