WOSD
WFA of San Diego’s MidCap Financial Investment MFIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.01K | Sell |
150
-25
| -14% | -$335 | ﹤0.01% | 362 |
|
|
2024
Q2 | $2.65K | Buy |
+175
| New | +$2.65K | ﹤0.01% | 353 |
|
|
2023
Q3 | $4.13K | Hold |
300
| – | – | ﹤0.01% | 320 |
|
|
2023
Q2 | $3.77K | Buy |
+300
| New | +$3.77K | ﹤0.01% | 323 |
|
|
2022
Q3 | – | Sell |
-46
| Closed | – | – | 269 |
|
|
2022
Q2 | $0 | Buy |
+46
| New | – | ﹤0.01% | 420 |
|