Westbourne Investments’s MidCap Financial Investment MFIC Stock Holding History

Westbourne Investments’s Portfolio MFIC Stock Details MFIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$239K	Sell
2025 Q1	$885K	Buy
2024 Q4	$758K	Buy