Next Financial Group’s MidCap Financial Investment MFIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $20K | Buy |
1,552
+233
| +18% | +$3K | ﹤0.01% | 1888 |
|
|
2021
Q3 | $18K | Buy |
1,319
+474
| +56% | +$6.47K | ﹤0.01% | 1837 |
|
|
2021
Q2 | $12K | Sell |
845
-33
| -4% | -$469 | ﹤0.01% | 1926 |
|
|
2021
Q1 | $12K | Sell |
878
-58
| -6% | -$793 | ﹤0.01% | 1833 |
|
|
2020
Q4 | $10K | Buy |
936
+32
| +4% | +$342 | ﹤0.01% | 1786 |
|
|
2020
Q3 | $8K | Buy |
+904
| New | +$8K | ﹤0.01% | 1690 |
|
|
2020
Q2 | – | Sell |
-386
| Closed | -$3K | – | 1369 |
|
|
2020
Q1 | $3K | Hold |
386
| – | – | ﹤0.01% | 1842 |
|
|
2019
Q4 | $7K | Sell |
386
-83
| -18% | -$1.51K | ﹤0.01% | 1882 |
|
|
2019
Q3 | $8K | Sell |
469
-107
| -19% | -$1.83K | ﹤0.01% | 1773 |
|
|
2019
Q2 | $9K | Sell |
576
-22
| -4% | -$344 | ﹤0.01% | 1721 |
|
|
2019
Q1 | $9K | Buy |
+598
| New | +$9K | ﹤0.01% | 1138 |
|
|
2017
Q1 | – | Sell |
-523
| Closed | -$9K | – | 2112 |
|
|
2016
Q4 | $9K | Hold |
523
| – | – | ﹤0.01% | 1697 |
|
|
2016
Q3 | $9K | Buy |
523
+334
| +177% | +$5.75K | ﹤0.01% | 1698 |
|
|
2016
Q2 | $3K | Hold |
189
| – | – | ﹤0.01% | 1521 |
|
|
2016
Q1 | $3K | Hold |
189
| – | – | ﹤0.01% | 1479 |
|
|
2015
Q4 | $2K | Hold |
189
| – | – | ﹤0.01% | 1598 |
|
|
2015
Q3 | $3K | Hold |
189
| – | – | ﹤0.01% | 1554 |
|
|
2015
Q2 | $4K | Hold |
189
| – | – | ﹤0.01% | 1543 |
|
|
2015
Q1 | $4K | Hold |
189
| – | – | ﹤0.01% | 1546 |
|
|
2014
Q4 | $4K | Sell |
189
-667
| -78% | -$14.1K | ﹤0.01% | 1586 |
|
|
2014
Q3 | $21K | Hold |
856
| – | – | ﹤0.01% | 1386 |
|
|
2014
Q2 | $22K | Buy |
+856
| New | +$22K | 0.01% | 570 |
|