Investors Capital 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 | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | $608K | Sell |
36,600
-1,775
| -5% | -$29.5K | 0.12% | 233 |
|
2016
Q1 | $638K | Sell |
38,375
-974
| -2% | -$16.2K | 0.13% | 218 |
|
2015
Q4 | $616K | Sell |
39,349
-1,788
| -4% | -$28K | 0.12% | 237 |
|
2015
Q3 | $676K | Buy |
41,137
+441
| +1% | +$7.25K | 0.14% | 216 |
|
2015
Q2 | $864K | Buy |
40,696
+2,965
| +8% | +$62.9K | 0.16% | 181 |
|
2015
Q1 | $868K | Buy |
37,731
+2,815
| +8% | +$64.8K | 0.16% | 181 |
|
2014
Q4 | $777K | Buy |
34,916
+1,021
| +3% | +$22.7K | 0.15% | 197 |
|
2014
Q3 | $830K | Sell |
33,895
-676
| -2% | -$16.6K | 0.16% | 181 |
|
2014
Q2 | $892K | Buy |
34,571
+1,623
| +5% | +$41.9K | 0.14% | 223 |
|
2014
Q1 | $821K | Buy |
32,948
+5,028
| +18% | +$125K | 0.18% | 170 |
|
2013
Q4 | $709K | Buy |
27,920
+4,216
| +18% | +$107K | 0.17% | 186 |
|
2013
Q3 | $579K | Buy |
23,704
+14,254
| +151% | +$348K | 0.15% | 205 |
|
2013
Q2 | $219K | Buy |
+9,450
| New | +$219K | 0.07% | 393 |
|