Linscomb 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-5,750
| Closed | -$141K | – | 279 |
|
|
2014
Q3 | $141K | Buy |
5,750
+130
| +2% | +$3.19K | 0.02% | 273 |
|
|
2014
Q2 | $145K | Buy |
5,620
+101
| +2% | +$2.61K | 0.02% | 270 |
|
|
2014
Q1 | $138K | Buy |
5,519
+1,421
| +35% | +$35.5K | 0.02% | 268 |
|
|
2013
Q4 | $104K | Sell |
4,098
-2,902
| -41% | -$73.6K | 0.01% | 224 |
|
|
2013
Q3 | $171K | Hold |
7,000
| – | – | 0.02% | 231 |
|
|
2013
Q2 | $163K | Buy |
+7,000
| New | +$163K | 0.02% | 223 |
|