Panoramic Investment Advisors’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 | $677K | Hold |
53,630
| – | – | 0.42% | 52 |
|
|
2025
Q1 | $690K | Hold |
53,630
| – | – | 0.47% | 52 |
|
|
2024
Q4 | $723K | Hold |
53,630
| – | – | 0.47% | 50 |
|
|
2024
Q3 | $718K | Buy |
+53,630
| New | +$718K | 0.5% | 49 |
|
|
2024
Q1 | $807K | Hold |
53,630
| – | – | 0.59% | 43 |
|
|
2023
Q4 | $734K | Hold |
53,630
| – | – | 0.63% | 44 |
|
|
2023
Q3 | $737K | Buy |
+53,630
| New | +$737K | 0.68% | 42 |
|
|
2022
Q4 | $611K | Buy |
+53,630
| New | +$611K | 0.63% | 44 |
|