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 |
|