Patriot 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-237,930
| Closed | -$4.14M | – | 67 |
|
|
2016
Q3 | $4.14M | Sell |
237,930
-7,253
| -3% | -$126K | 0.8% | 51 |
|
|
2016
Q2 | $4.08M | Buy |
245,183
+4,811
| +2% | +$80K | 0.81% | 49 |
|
|
2016
Q1 | $4M | Buy |
240,372
+4,487
| +2% | +$74.7K | 0.81% | 48 |
|
|
2015
Q4 | $3.69M | Sell |
235,885
-519
| -0.2% | -$8.13K | 0.77% | 53 |
|
|
2015
Q3 | $3.89M | Buy |
236,404
+6,688
| +3% | +$110K | 0.9% | 47 |
|
|
2015
Q2 | $4.88M | Buy |
229,716
+3,037
| +1% | +$64.5K | 1.09% | 37 |
|
|
2015
Q1 | $5.22M | Buy |
226,679
+11,235
| +5% | +$259K | 1.16% | 33 |
|
|
2014
Q4 | $4.8M | Buy |
215,444
+38,769
| +22% | +$863K | 1.12% | 36 |
|
|
2014
Q3 | $4.33M | Buy |
+176,675
| New | +$4.33M | 1.07% | 38 |
|