GWM
Graybill Wealth Management’s MidCap Financial Investment MFIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-393,139
| Closed | -$2.05M | – | 49 |
|
|
2018
Q1 | $2.05M | Buy |
393,139
+6,409
| +2% | +$33.5K | 1.56% | 37 |
|
|
2017
Q4 | $2.19M | Buy |
386,730
+10,201
| +3% | +$57.7K | 1.58% | 40 |
|
|
2017
Q3 | $2.3M | Buy |
376,529
+4,352
| +1% | +$26.6K | 1.7% | 36 |
|
|
2017
Q2 | $2.38M | Sell |
372,177
-516
| -0.1% | -$3.3K | 1.88% | 31 |
|
|
2017
Q1 | $2.45M | Buy |
372,693
+1,464
| +0.4% | +$9.6K | 1.94% | 32 |
|
|
2016
Q4 | $2.18M | Buy |
371,229
+15,278
| +4% | +$89.5K | 1.86% | 33 |
|
|
2016
Q3 | $2.07M | Sell |
355,951
-5,197
| -1% | -$30.2K | 1.92% | 31 |
|
|
2016
Q2 | $2M | Buy |
361,148
+202
| +0.1% | +$1.12K | 1.85% | 33 |
|
|
2016
Q1 | $2M | Sell |
360,946
-9,372
| -3% | -$52K | 1.81% | 33 |
|
|
2015
Q4 | $1.93M | Sell |
370,318
-9,822
| -3% | -$51.3K | 1.67% | 36 |
|
|
2015
Q3 | $2.08M | Buy |
380,140
+6,992
| +2% | +$38.3K | 1.71% | 35 |
|
|
2015
Q2 | $2.64M | Buy |
373,148
+5,592
| +2% | +$39.6K | 1.96% | 26 |
|
|
2015
Q1 | $2.82M | Buy |
367,556
+6,792
| +2% | +$52.1K | 2.12% | 24 |
|
|
2014
Q4 | $2.68M | Buy |
360,764
+1,561
| +0.4% | +$11.6K | 2.03% | 27 |
|
|
2014
Q3 | $2.94M | Buy |
359,203
+315,767
| +727% | +$2.58M | 2.25% | 13 |
|
|
2014
Q2 | $374K | Buy |
43,436
+841
| +2% | +$7.24K | 0.29% | 47 |
|
|
2014
Q1 | $354K | Buy |
42,595
+1,672
| +4% | +$13.9K | 0.29% | 46 |
|
|
2013
Q4 | $347K | Buy |
40,923
+336
| +0.8% | +$2.85K | 0.3% | 45 |
|
|
2013
Q3 | $331K | Buy |
40,587
+2,877
| +8% | +$23.5K | 0.28% | 52 |
|
|
2013
Q2 | $292K | Buy |
+37,710
| New | +$292K | 0.26% | 55 |
|