Northwestern Mutual Wealth Management’s MidCap Financial Investment MFIC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.11K | Sell |
563
-195
| -26% | -$2.46K | ﹤0.01% | 2905 |
|
2025
Q1 | $9.75K | Buy |
758
+39
| +5% | +$502 | ﹤0.01% | 2753 |
|
2024
Q4 | $9.7K | Sell |
719
-977
| -58% | -$13.2K | ﹤0.01% | 2748 |
|
2024
Q3 | $22.7K | Buy |
1,696
+1,133
| +201% | +$15.2K | ﹤0.01% | 2417 |
|
2024
Q2 | $8.52K | Sell |
563
-3,829
| -87% | -$58K | ﹤0.01% | 2698 |
|
2024
Q1 | $66.1K | Buy |
4,392
+3,191
| +266% | +$48K | ﹤0.01% | 1967 |
|
2023
Q4 | $16.4K | Buy |
1,201
+17
| +1% | +$233 | ﹤0.01% | 2463 |
|
2023
Q3 | $16.3K | Buy |
1,184
+621
| +110% | +$8.54K | ﹤0.01% | 2372 |
|
2023
Q2 | $7.07K | Hold |
563
| – | – | ﹤0.01% | 2675 |
|
2023
Q1 | $6.42K | Hold |
563
| – | – | ﹤0.01% | 2665 |
|
2022
Q4 | $6.42K | Sell |
563
-500
| -47% | -$5.7K | ﹤0.01% | 2652 |
|
2022
Q3 | $11K | Buy |
1,063
+500
| +89% | +$5.17K | ﹤0.01% | 2430 |
|
2022
Q2 | $6K | Hold |
563
| – | – | ﹤0.01% | 2670 |
|
2022
Q1 | $7K | Sell |
563
-637
| -53% | -$7.92K | ﹤0.01% | 2637 |
|
2021
Q4 | $16K | Buy |
1,200
+1,142
| +1,969% | +$15.2K | ﹤0.01% | 2421 |
|
2021
Q3 | $1K | Buy |
+58
| New | +$1K | ﹤0.01% | 2933 |
|
2020
Q4 | – | Sell |
-9
| Closed | – | – | 2800 |
|
2020
Q3 | $0 | Buy |
+9
| New | – | ﹤0.01% | 2621 |
|
2018
Q4 | – | Sell |
-1,154
| Closed | -$19K | – | 2545 |
|
2018
Q3 | $19K | Buy |
+1,154
| New | +$19K | ﹤0.01% | 1680 |
|
2017
Q1 | – | Sell |
-1,371
| Closed | -$24K | – | 2248 |
|
2016
Q4 | $24K | Buy |
+1,371
| New | +$24K | ﹤0.01% | 1295 |
|
2015
Q4 | – | Sell |
-42
| Closed | -$1K | – | 1737 |
|
2015
Q3 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 1573 |
|
2015
Q2 | – | Sell |
-387
| Closed | -$9K | – | 1550 |
|
2015
Q1 | $9K | Buy |
+387
| New | +$9K | ﹤0.01% | 1064 |
|
2014
Q3 | – | Sell |
-872
| Closed | -$23K | – | 1415 |
|
2014
Q2 | $23K | Buy |
+872
| New | +$23K | ﹤0.01% | 740 |
|
2013
Q3 | – | Sell |
-99
| Closed | -$2K | – | 1437 |
|
2013
Q2 | $2K | Buy |
+99
| New | +$2K | ﹤0.01% | 1104 |
|