Parisi Gray 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
2021
Q3
Sell
-1,666
Closed -$23K 371
2021
Q2
$23K Buy
+1,666
New +$23K 0.01% 367
2019
Q2
Sell
-1,666
Closed -$25K 311
2019
Q1
$25K Hold
1,666
0.02% 288
2018
Q4
$21K Sell
1,666
-1
-0.1% -$13 0.01% 304
2018
Q3
$27K Hold
1,667
0.02% 305
2018
Q2
$28K Hold
1,667
0.02% 308
2018
Q1
$26K Hold
1,667
0.02% 311
2017
Q4
$29K Buy
+1,667
New +$29K 0.02% 303