WPA
MFIC icon

Wealth Preservation Advisors’s MidCap Financial Investment MFIC Stock Holding History

Wealth Preservation Advisors’s Portfolio MFIC Stock Details MFIC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,983
Closed -$25.5K – 609
2025
Q1 		$25.5K Buy
+1,983
New +$25.5K 0.02% 238