Raymond James & Associates’s Midwest Holding Inc. Common Stock MDWT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-107,709
Closed -$2.82M 3918
2023
Q3
$2.82M Sell
107,709
-3,279
-3% -$85.7K ﹤0.01% 1812
2023
Q2
$2.92M Sell
110,988
-1,294
-1% -$34.1K ﹤0.01% 1825
2023
Q1
$1.77M Buy
112,282
+24,161
+27% +$382K ﹤0.01% 2096
2022
Q4
$1.12M Sell
88,121
-17,882
-17% -$228K ﹤0.01% 2358
2022
Q3
$1.4M Sell
106,003
-19,361
-15% -$256K ﹤0.01% 2180
2022
Q2
$1.51M Buy
125,364
+24,430
+24% +$293K ﹤0.01% 2180
2022
Q1
$1.69M Buy
100,934
+59,715
+145% +$1M ﹤0.01% 2242
2021
Q4
$724K Buy
+41,219
New +$724K ﹤0.01% 2832