WCBA
Weaver C. Barksdale & Associates’s MidCap Financial Investment MFIC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-291
| Closed | -$2K | – | 523 |
|
2017
Q1 | $2K | Hold |
291
| – | – | ﹤0.01% | 479 |
|
2016
Q4 | $2K | Hold |
291
| – | – | ﹤0.01% | 478 |
|
2016
Q3 | $2K | Hold |
291
| – | – | ﹤0.01% | 472 |
|
2016
Q2 | $2K | Hold |
291
| – | – | ﹤0.01% | 464 |
|
2016
Q1 | $2K | Hold |
291
| – | – | ﹤0.01% | 483 |
|
2015
Q4 | $2K | Hold |
291
| – | – | ﹤0.01% | 476 |
|
2015
Q3 | $2K | Hold |
291
| – | – | ﹤0.01% | 478 |
|
2015
Q2 | $2K | Sell |
291
-384
| -57% | -$2.64K | ﹤0.01% | 488 |
|
2015
Q1 | $5K | Hold |
675
| – | – | ﹤0.01% | 391 |
|
2014
Q4 | $5K | Hold |
675
| – | – | ﹤0.01% | 380 |
|
2014
Q3 | $6K | Hold |
675
| – | – | ﹤0.01% | 337 |
|
2014
Q2 | $6K | Buy |
675
+384
| +132% | +$3.41K | ﹤0.01% | 351 |
|
2014
Q1 | $2K | Sell |
291
-150
| -34% | -$1.03K | ﹤0.01% | 505 |
|
2013
Q4 | $4K | Sell |
441
-54
| -11% | -$490 | ﹤0.01% | 416 |
|
2013
Q3 | $4K | Buy |
495
+162
| +49% | +$1.31K | ﹤0.01% | 417 |
|
2013
Q2 | $3K | Buy |
+333
| New | +$3K | ﹤0.01% | 445 |
|