KS
Karpas Strategies’s MidCap Financial Investment MFIC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-22,285
| Closed | -$136K | – | 126 |
|
2017
Q3 | $136K | Hold |
22,285
| – | – | 0.06% | 123 |
|
2017
Q2 | $142K | Hold |
22,285
| – | – | 0.06% | 120 |
|
2017
Q1 | $146K | Hold |
22,285
| – | – | 0.07% | 120 |
|
2016
Q4 | $131K | Hold |
22,285
| – | – | 0.06% | 118 |
|
2016
Q3 | $129K | Hold |
22,285
| – | – | 0.06% | 120 |
|
2016
Q2 | $123K | Hold |
22,285
| – | – | 0.06% | 118 |
|
2016
Q1 | $124K | Hold |
22,285
| – | – | 0.06% | 117 |
|
2015
Q4 | $116K | Hold |
22,285
| – | – | 0.06% | 118 |
|
2015
Q3 | $122K | Hold |
22,285
| – | – | 0.07% | 120 |
|
2015
Q2 | $158K | Hold |
22,285
| – | – | 0.08% | 117 |
|
2015
Q1 | $171K | Hold |
22,285
| – | – | 0.08% | 118 |
|
2014
Q4 | $165K | Hold |
22,285
| – | – | 0.08% | 121 |
|
2014
Q3 | $182K | Hold |
22,285
| – | – | 0.09% | 114 |
|
2014
Q2 | $192K | Hold |
22,285
| – | – | 0.1% | 115 |
|
2014
Q1 | $185K | Buy |
+22,285
| New | +$185K | 0.1% | 109 |
|