J.P. Morgan Private Wealth Advisors’s MidCap Financial Investment MFIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $606K | Buy |
44,049
+340
| +0.8% | +$4.68K | ﹤0.01% | 1164 |
|
|
2023
Q2 | $549K | Buy |
43,709
+3,126
| +8% | +$39.3K | ﹤0.01% | 994 |
|
|
2023
Q1 | $463K | Buy |
40,583
+9,274
| +30% | +$106K | ﹤0.01% | 1509 |
|
|
2022
Q4 | $357K | Buy |
+31,309
| New | +$357K | ﹤0.01% | 1598 |
|
|
2017
Q1 | – | Sell |
-115,137
| Closed | -$2.02M | – | 1351 |
|
|
2016
Q4 | $2.02M | Sell |
115,137
-30,030
| -21% | -$528K | 0.02% | 438 |
|
|
2016
Q3 | $2.53M | Buy |
145,167
+28,560
| +24% | +$497K | 0.02% | 389 |
|
|
2016
Q2 | $1.94M | Sell |
116,607
-56,294
| -33% | -$936K | 0.02% | 449 |
|
|
2016
Q1 | $2.88M | Sell |
172,901
-15,210
| -8% | -$253K | 0.03% | 329 |
|
|
2015
Q4 | $2.95M | Sell |
188,111
-27,724
| -13% | -$434K | 0.03% | 303 |
|
|
2015
Q3 | $3.55M | Buy |
+215,835
| New | +$3.55M | 0.04% | 260 |
|
|
2015
Q1 | – | Sell |
-15,563
| Closed | -$347K | – | 1162 |
|
|
2014
Q4 | $347K | Buy |
+15,563
| New | +$347K | ﹤0.01% | 828 |
|
|
2014
Q2 | – | Sell |
-5,075
| Closed | -$127K | – | 904 |
|
|
2014
Q1 | $127K | Buy |
+5,075
| New | +$127K | ﹤0.01% | 841 |
|