IMA Advisory Services’s MidCap Financial Investment MFIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-5,670
| Closed | -$93K | – | 128 |
|
|
2015
Q3 | $93K | Sell |
5,670
-17,320
| -75% | -$284K | 0.06% | 121 |
|
|
2015
Q2 | $488K | Sell |
22,990
-717
| -3% | -$15.2K | 0.23% | 89 |
|
|
2015
Q1 | $546K | Buy |
23,707
+2,090
| +10% | +$48.1K | 0.27% | 86 |
|
|
2014
Q4 | $481K | Sell |
21,617
-503
| -2% | -$11.2K | 0.25% | 86 |
|
|
2014
Q3 | $542K | Hold |
22,120
| – | – | 0.26% | 96 |
|
|
2014
Q2 | $571K | Buy |
+22,120
| New | +$571K | 0.26% | 95 |
|