JWCA
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J.W. Cole Advisors’s MidCap Financial Investment MFIC Stock Holding History

J.W. Cole Advisors’s Portfolio MFIC Stock Details MFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.5M Buy
119,168
+13,521
+13% +$171K 0.03% 525
2025
Q1 		$1.36M Buy
105,647
+23,891
+29% +$307K 0.04% 433
2024
Q4 		$1.1M Buy
81,756
+34,875
+74% +$470K 0.04% 389
2024
Q3 		$628K Buy
+46,881
New +$628K 0.03% 523