UMB Bank’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
Q1 | – | Sell |
-333
| Closed | -$4K | – | 1763 |
|
|
2022
Q4 | $4K | Sell |
333
-2,197
| -87% | -$26.4K | ﹤0.01% | 1462 |
|
|
2022
Q3 | $26K | Sell |
2,530
-2,159
| -46% | -$22.2K | ﹤0.01% | 1028 |
|
|
2022
Q2 | $51K | Hold |
4,689
| – | – | ﹤0.01% | 918 |
|
|
2022
Q1 | $62K | Hold |
4,689
| – | – | ﹤0.01% | 902 |
|
|
2021
Q4 | $60K | Buy |
+4,689
| New | +$60K | ﹤0.01% | 938 |
|
|
2015
Q4 | – | Sell |
-3,667
| Closed | -$60K | – | 354 |
|
|
2015
Q3 | $60K | Hold |
3,667
| – | – | ﹤0.01% | 293 |
|
|
2015
Q2 | $78 | Buy |
+3,667
| New | +$78 | ﹤0.01% | 306 |
|
|
2014
Q4 | – | Sell |
-4,667
| Closed | -$115 | – | 306 |
|
|
2014
Q3 | $115 | Buy |
4,667
+1,000
| +27% | +$25 | 0.01% | 295 |
|
|
2014
Q2 | $95K | Buy |
+3,667
| New | +$95K | ﹤0.01% | 304 |
|