Sheaff Brock Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-8,156
| Closed | -$133K | – | 496 |
|
|
2018
Q3 | $133K | Sell |
8,156
-333
| -4% | -$5.43K | 0.01% | 468 |
|
|
2018
Q2 | $142K | Hold |
8,489
| – | – | 0.01% | 476 |
|
|
2018
Q1 | $133K | Hold |
8,489
| – | – | 0.01% | 480 |
|
|
2017
Q4 | $144K | Sell |
8,489
-72
| -0.8% | -$1.22K | 0.02% | 486 |
|
|
2017
Q3 | $157K | Sell |
8,561
-333
| -4% | -$6.11K | 0.02% | 512 |
|
|
2017
Q2 | $171K | Hold |
8,894
| – | – | 0.02% | 532 |
|
|
2017
Q1 | $175K | Sell |
8,894
-3,534
| -28% | -$69.5K | 0.02% | 522 |
|
|
2016
Q4 | $218K | Hold |
12,428
| – | – | 0.03% | 494 |
|
|
2016
Q3 | $216K | Sell |
12,428
-3,900
| -24% | -$67.8K | 0.03% | 450 |
|
|
2016
Q2 | $271K | Sell |
16,328
-4,766
| -23% | -$79.1K | 0.03% | 399 |
|
|
2016
Q1 | $351K | Sell |
21,094
-2,378
| -10% | -$39.6K | 0.04% | 350 |
|
|
2015
Q4 | $368K | Buy |
+23,472
| New | +$368K | 0.04% | 367 |
|