HWAM
Hennion & Walsh Asset Management’s MidCap Financial Investment MFIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Sell |
223,557
-86,824
| -28% | -$1.1M | 0.11% | 236 |
|
|
2025
Q1 | $3.99M | Sell |
310,381
-46,276
| -13% | -$595K | 0.18% | 143 |
|
|
2024
Q4 | $4.81M | Buy |
356,657
+35,341
| +11% | +$477K | 0.22% | 99 |
|
|
2024
Q3 | $4.3M | Buy |
321,316
+58,188
| +22% | +$779K | 0.2% | 120 |
|
|
2024
Q2 | $3.98M | Buy |
263,128
+42,723
| +19% | +$647K | 0.2% | 116 |
|
|
2024
Q1 | $3.31M | Buy |
220,405
+21,217
| +11% | +$319K | 0.18% | 148 |
|
|
2023
Q4 | $2.72M | Buy |
199,188
+15,719
| +9% | +$215K | 0.16% | 190 |
|
|
2023
Q3 | $2.52M | Buy |
183,469
+50,427
| +38% | +$693K | 0.16% | 172 |
|
|
2023
Q2 | $1.67M | Buy |
133,042
+29,698
| +29% | +$373K | 0.1% | 248 |
|
|
2023
Q1 | $1.18M | Buy |
103,344
+34,963
| +51% | +$399K | 0.07% | 326 |
|
|
2022
Q4 | $780K | Sell |
68,381
-1,399
| -2% | -$16K | 0.05% | 390 |
|
|
2022
Q3 | $713K | Sell |
69,780
-453
| -0.6% | -$4.63K | 0.05% | 406 |
|
|
2022
Q2 | $756K | Sell |
70,233
-2,635
| -4% | -$28.4K | 0.05% | 389 |
|
|
2022
Q1 | $963K | Buy |
72,868
+41,752
| +134% | +$552K | 0.05% | 352 |
|
|
2021
Q4 | $398K | Buy |
+31,116
| New | +$398K | 0.02% | 592 |
|