LPL Financial’s Midwest Holding Inc. Common Stock MDWT Stock Holding History

LPL Financial’s Portfolio MDWT Stock Details MDWT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-37,298	Closed	-$975K	–	4936
2023 Q3	$975K	Sell	37,298 -1,480	-4%	-$39.1K	﹤0.01%	2917
2023 Q2	$1.02M	Buy	+38,778	New	+$868K	﹤0.01%	2815

LPL Financial's MDWT Position: Q4 2023 in Review

LPL Financial sold out of Midwest Holding Inc. Common Stock (MDWT) in Q4 2023, closing a stake of 37,298 shares — an estimated $975K sold.

LPL Financial first reported a position in MDWT in Q2 2023 and held it in 2 quarters. The position peaked at $1.02M in Q2 2023. 0 funds tracked by Wall St. Rank hold MDWT as of Q4 2023.

LPL Financial reported no remaining Midwest Holding Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
LPL Financial sold 37,298 Midwest Holding Inc. Common Stock shares in Q4 2023, an estimated $975K.
LPL Financial first reported a position in Midwest Holding Inc. Common Stock in Q2 2023 and held it in 2 quarters.
LPL Financial's Midwest Holding Inc. Common Stock position peaked at $1.02M in Q2 2023.
0 funds tracked by Wall St. Rank held Midwest Holding Inc. Common Stock as of Q4 2023.

Based on LPL Financial's 13F filing for Q4 2023, filed 14 Feb 2024.