Hennion & Walsh Asset Management’s MidCap Financial Investment MFIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2M | Sell |
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|
2025
Q2 | $2.82M | Sell |
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|
2025
Q1 | $3.99M | Sell |
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|
2024
Q4 | $4.81M | Buy |
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|
2024
Q3 | $4.3M | Buy |
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|
2024
Q2 | $3.98M | Buy |
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|
2024
Q1 | $3.31M | Buy |
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|
2023
Q4 | $2.72M | Buy |
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|
2023
Q3 | $2.52M | Buy |
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|
2023
Q2 | $1.67M | Buy |
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|
2023
Q1 | $1.18M | Buy |
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|
2022
Q4 | $780K | Sell |
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|
2022
Q3 | $713K | Sell |
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|
2022
Q2 | $756K | Sell |
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|
2022
Q1 | $963K | Buy |
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|
2021
Q4 | $398K | Buy |
|