Patriot Financial Group Insurance Agency’s MidCap Financial Investment MFIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,000
| Closed | -$64K | – | 1409 |
|
|
2019
Q2 | $64K | Hold |
4,000
| – | – | 0.03% | 402 |
|
|
2019
Q1 | $61K | Sell |
4,000
-3,000
| -43% | -$45.8K | 0.03% | 354 |
|
|
2018
Q4 | $87K | Buy |
+7,000
| New | +$87K | 0.06% | 230 |
|
|
2018
Q1 | – | Sell |
-86
| Closed | -$1K | – | 975 |
|
|
2017
Q4 | $1K | Sell |
86
-321
| -79% | -$3.73K | ﹤0.01% | 903 |
|
|
2017
Q3 | $7K | Buy |
407
+10
| +3% | +$172 | 0.01% | 632 |
|
|
2017
Q2 | $8K | Sell |
397
-200
| -34% | -$4.03K | 0.01% | 579 |
|
|
2017
Q1 | $12K | Hold |
597
| – | – | 0.01% | 461 |
|
|
2016
Q4 | $11K | Buy |
+597
| New | +$11K | 0.02% | 448 |
|