Kore Private Wealth’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
Q3 | – | Sell |
-2,066
| Closed | -$19K | – | 762 |
|
|
2020
Q2 | $19K | Hold |
2,066
| – | – | ﹤0.01% | 655 |
|
|
2020
Q1 | $14K | Hold |
2,066
| – | – | ﹤0.01% | 641 |
|
|
2019
Q4 | $36K | Buy |
+2,066
| New | +$36K | 0.01% | 525 |
|
|
2019
Q2 | – | Sell |
-2,066
| Closed | -$32K | – | 573 |
|
|
2019
Q1 | $32K | Hold |
2,066
| – | – | 0.01% | 450 |
|
|
2018
Q4 | $27K | Buy |
+2,066
| New | +$27K | 0.01% | 454 |
|