Parallel Advisors’s MidCap Financial Investment MFIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.9K | Sell |
7,680
-675
| -8% | -$8.52K | ﹤0.01% | 1368 |
|
|
2025
Q1 | $107K | Sell |
8,355
-526
| -6% | -$6.76K | ﹤0.01% | 1243 |
|
|
2024
Q4 | $120K | Sell |
8,881
-387
| -4% | -$5.22K | ﹤0.01% | 1168 |
|
|
2024
Q3 | $124K | Hold |
9,268
| – | – | ﹤0.01% | 1154 |
|
|
2024
Q2 | $140K | Sell |
9,268
-88
| -0.9% | -$1.33K | ﹤0.01% | 1007 |
|
|
2024
Q1 | $141K | Hold |
9,356
| – | – | ﹤0.01% | 1013 |
|
|
2023
Q4 | $128K | Hold |
9,356
| – | – | ﹤0.01% | 1008 |
|
|
2023
Q3 | $129K | Hold |
9,356
| – | – | ﹤0.01% | 967 |
|
|
2023
Q2 | $118K | Buy |
9,356
+4,076
| +77% | +$51.2K | ﹤0.01% | 1003 |
|
|
2023
Q1 | $60.2K | Buy |
5,280
+313
| +6% | +$3.57K | ﹤0.01% | 1291 |
|
|
2022
Q4 | $56.6K | Buy |
4,967
+4,880
| +5,609% | +$55.6K | ﹤0.01% | 1216 |
|
|
2022
Q3 | $1K | Sell |
87
-216
| -71% | -$2.48K | ﹤0.01% | 2931 |
|
|
2022
Q2 | $3K | Buy |
303
+294
| +3,267% | +$2.91K | ﹤0.01% | 2449 |
|
|
2022
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 3150 |
|
|
2021
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 3209 |
|
|
2020
Q3 | – | Sell |
-666
| Closed | -$6K | – | 2618 |
|
|
2020
Q2 | $6K | Buy |
+666
| New | +$6K | ﹤0.01% | 1905 |
|