IHT Wealth Management’s MidCap Financial Investment MFIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,270
| Closed | -$136K | – | 782 |
|
|
2022
Q1 | $136K | Buy |
+10,270
| New | +$136K | 0.01% | 734 |
|
|
2021
Q3 | – | Sell |
-93,304
| Closed | -$1.27M | – | 908 |
|
|
2021
Q2 | $1.27M | Buy |
93,304
+31,090
| +50% | +$425K | 0.08% | 268 |
|
|
2021
Q1 | $854K | Sell |
62,214
-1,535
| -2% | -$21.1K | 0.06% | 305 |
|
|
2020
Q4 | $677K | Buy |
63,749
+52,687
| +476% | +$560K | 0.06% | 322 |
|
|
2020
Q3 | $91K | Sell |
11,062
-2,641
| -19% | -$21.7K | 0.01% | 639 |
|
|
2020
Q2 | $131K | Buy |
13,703
+1,035
| +8% | +$9.9K | 0.02% | 546 |
|
|
2020
Q1 | $86K | Sell |
12,668
-5,385
| -30% | -$36.6K | 0.01% | 516 |
|
|
2019
Q4 | $315K | Buy |
18,053
+801
| +5% | +$14K | 0.04% | 435 |
|
|
2019
Q3 | $278K | Sell |
17,252
-706
| -4% | -$11.4K | 0.04% | 448 |
|
|
2019
Q2 | $284K | Buy |
17,958
+850
| +5% | +$13.4K | 0.04% | 410 |
|
|
2019
Q1 | $259K | Buy |
17,108
+4,522
| +36% | +$68.5K | 0.04% | 393 |
|
|
2018
Q4 | $156K | Buy |
+12,586
| New | +$156K | 0.03% | 440 |
|