Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-13,900
| Closed | -$178K | – | 606 |
|
|
2021
Q4 | $178K | Hold |
13,900
| – | – | 0.01% | 505 |
|
|
2021
Q3 | $180K | Buy |
+13,900
| New | +$180K | 0.01% | 484 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 1191 |
|
|
2021
Q1 | – | Sell |
-3,654
| Closed | -$39K | – | 2022 |
|
|
2020
Q4 | $39K | Hold |
3,654
| – | – | ﹤0.01% | 842 |
|
|
2020
Q3 | $30K | Sell |
3,654
-2,991
| -45% | -$24.6K | ﹤0.01% | 788 |
|
|
2020
Q2 | $64K | Buy |
+6,645
| New | +$64K | 0.01% | 610 |
|