Silver Oak Securities’s MidCap Financial Investment MFIC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-14,033
| Closed | -$176K | – | 478 |
|
2023
Q2 | $176K | Hold |
14,033
| – | – | 0.03% | 414 |
|
2023
Q1 | $160K | Sell |
14,033
-2,357
| -14% | -$26.9K | 0.03% | 386 |
|
2022
Q4 | $187K | Buy |
+16,390
| New | +$187K | 0.04% | 291 |
|
2022
Q3 | – | Sell |
-16,319
| Closed | -$184K | – | 477 |
|
2022
Q2 | $184K | Buy |
16,319
+321
| +2% | +$3.62K | 0.04% | 267 |
|
2022
Q1 | $212K | Buy |
+15,998
| New | +$212K | 0.04% | 282 |
|