Veritable’s MidCap Financial Investment MFIC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-19,354
| Closed | -$303K | – | 727 |
|
2015
Q4 | $303K | Buy |
+19,354
| New | +$303K | 0.01% | 591 |
|
2014
Q1 | – | Sell |
-3,511
| Closed | -$89K | – | 966 |
|
2013
Q4 | $89K | Buy |
3,511
+20
| +0.6% | +$507 | ﹤0.01% | 903 |
|
2013
Q3 | $85K | Buy |
3,491
+20
| +0.6% | +$487 | ﹤0.01% | 902 |
|
2013
Q2 | $81K | Buy |
+3,471
| New | +$81K | ﹤0.01% | 916 |
|