Independent Advisor Alliance’s MidCap Financial Investment MFIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,031
| Closed | -$175K | – | 665 |
|
|
2019
Q4 | $175K | Buy |
+10,031
| New | +$175K | 0.01% | 834 |
|
|
2017
Q3 | – | Sell |
-9,326
| Closed | -$180K | – | 274 |
|
|
2017
Q2 | $180K | Buy |
9,326
+5,479
| +142% | +$106K | 0.06% | 235 |
|
|
2017
Q1 | $75K | Hold |
3,847
| – | – | 0.01% | 396 |
|
|
2016
Q4 | $69K | Buy |
+3,847
| New | +$69K | 0.03% | 180 |
|