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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$239K Sell
18,930
-49,884
-72% -$630K 0.13% 120
2025
Q1 		$885K Buy
68,814
+12,614
+22% +$162K 0.53% 54
2024
Q4 		$758K Buy
+56,200
New +$758K 0.45% 54