GW & Wade’s MidCap Financial Investment MFIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-4,057
| Closed | -$67K | – | 241 |
|
|
2016
Q2 | $67K | Buy |
4,057
+7
| +0.2% | +$116 | 0.01% | 230 |
|
|
2016
Q1 | $67K | Sell |
4,050
-492
| -11% | -$8.14K | 0.01% | 211 |
|
|
2015
Q4 | $71K | Buy |
4,542
+6
| +0.1% | +$94 | 0.01% | 213 |
|
|
2015
Q3 | $75K | Sell |
4,536
-831
| -15% | -$13.7K | 0.02% | 215 |
|
|
2015
Q2 | $114K | Sell |
5,367
-100
| -2% | -$2.12K | 0.02% | 225 |
|
|
2015
Q1 | $126K | Buy |
+5,467
| New | +$126K | 0.02% | 232 |
|