MWM
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Melfa Wealth Management’s MidCap Financial Investment MFIC Stock Holding History

Melfa Wealth Management’s Portfolio MFIC Stock Details MFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$173K Hold
13,718
– – 0.11% 176
2025
Q1 		$176K Hold
13,718
– – 0.12% 172
2024
Q4 		$185K Hold
13,718
– – 0.12% 170
2024
Q3 		$184K Buy
+13,718
New +$184K 0.12% 172