Summit Securities Group’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
Q1 | – | Sell |
-12,700
| Closed | -$135K | – | 350 |
|
|
2020
Q4 | $135K | Buy |
+12,700
| New | +$135K | 0.01% | 243 |
|
|
2015
Q4 | – | Sell |
-100
| Closed | -$2K | – | 328 |
|
|
2015
Q3 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 259 |
|
|
2014
Q4 | – | Sell |
-5,033
| Closed | -$123K | – | 531 |
|
|
2014
Q3 | $123K | Buy |
5,033
+3,800
| +308% | +$92.9K | 0.04% | 258 |
|
|
2014
Q2 | $32K | Buy |
+1,233
| New | +$32K | 0.01% | 324 |
|