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 |
|