Peak Financial Advisors’s MidCap Financial Investment MFIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-15,180
| Closed | -$201K | – | 83 |
|
|
2022
Q1 | $201K | Buy |
15,180
+2,347
| +18% | +$31.1K | 0.17% | 76 |
|
|
2021
Q4 | $164K | Buy |
12,833
+2,521
| +24% | +$32.2K | 0.13% | 77 |
|
|
2021
Q3 | $134K | Buy |
10,312
+27
| +0.3% | +$351 | 0.12% | 67 |
|
|
2021
Q2 | $140K | Sell |
10,285
-237
| -2% | -$3.23K | 0.12% | 70 |
|
|
2021
Q1 | $144K | Buy |
+10,522
| New | +$144K | 0.12% | 69 |
|