Stelac Advisory Services’s MidCap Financial Investment MFIC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-9,071
| Closed | -$124K | – | 252 |
|
2021
Q2 | $124K | Sell |
9,071
-524
| -5% | -$7.16K | 0.03% | 258 |
|
2021
Q1 | $132K | Sell |
9,595
-2,211
| -19% | -$30.4K | 0.05% | 195 |
|
2020
Q4 | $125K | Buy |
+11,806
| New | +$125K | 0.03% | 225 |
|
2020
Q3 | – | Sell |
-11,805
| Closed | -$113K | – | 185 |
|
2020
Q2 | $113K | Buy |
+11,805
| New | +$113K | 0.04% | 135 |
|
2020
Q1 | – | Sell |
-9,113
| Closed | -$159K | – | 123 |
|
2019
Q4 | $159K | Buy |
9,113
+35
| +0.4% | +$611 | 0.11% | 69 |
|
2019
Q3 | $146K | Buy |
9,078
+33
| +0.4% | +$531 | 0.1% | 86 |
|
2019
Q2 | $143K | Buy |
+9,045
| New | +$143K | 0.11% | 67 |
|