Onyx Bridge Wealth Group’s MidCap Financial Investment MFIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$213K Buy
2025
Q2
$221K Buy
2025
Q1
$222K Buy
2024
Q4
$230K Buy
2024
Q3
$226K Sell
2024
Q2
$257K Hold
2024
Q1
$258K Sell
2023
Q4
$269K Hold
2023
Q3
$270K Sell
2023
Q2
$303K Hold
2023
Q1
$275K Hold
2022
Q4
$286K Buy
2022
Q3
$230K Sell
2022
Q2
$278K Sell
2022
Q1
$319K Hold
2021
Q4
$324K Sell
2021
Q3
$365K Hold
2021
Q2
$371K Sell
2021
Q1
$379K Hold
2020
Q4
$293K Buy