LA
Lucus Advisors’s MidCap Financial Investment MFIC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | $215K | Sell |
41,209
-16,994
| -29% | -$88.7K | 0.37% | 128 |
|
2017
Q4 | $329K | Buy |
58,203
+332
| +0.6% | +$1.88K | 0.48% | 141 |
|
2017
Q3 | $354K | Buy |
57,871
+1,503
| +3% | +$9.19K | 0.5% | 18 |
|
2017
Q2 | $360K | Sell |
56,368
-6,999
| -11% | -$44.7K | 0.48% | 58 |
|
2017
Q1 | $416K | Buy |
63,367
+35,928
| +131% | +$236K | 0.38% | 33 |
|
2016
Q4 | $161K | Sell |
27,439
-40,104
| -59% | -$235K | 0.38% | 13 |
|
2016
Q3 | $392K | Buy |
67,543
+5,320
| +9% | +$30.9K | 0.34% | 155 |
|
2016
Q2 | $345K | Sell |
62,223
-33,521
| -35% | -$186K | 0.28% | 187 |
|
2016
Q1 | $531K | Buy |
+95,744
| New | +$531K | 0.31% | 31 |
|