HB Wealth Management’s MidCap Financial Investment MFIC Stock Holding History

HB Wealth Management’s Portfolio MFIC Stock Details MFIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$159K	Buy
2025 Q2	$162K	Buy
2025 Q1	$160K	Buy
2024 Q4	$142K	Buy
2024 Q3	$138K	Buy
2024 Q2	$153K	Buy