WA
WFG Advisors’s MidCap Financial Investment MFIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $2.22M | Sell |
346,720
-47,996
| -12% | -$307K | 0.5% | 45 |
|
|
2017
Q1 | $2.59M | Buy |
394,716
+10,138
| +3% | +$66.5K | 0.69% | 29 |
|
|
2016
Q4 | $2.25M | Sell |
384,578
-4,032
| -1% | -$23.6K | 0.55% | 33 |
|
|
2016
Q3 | $2.25M | Buy |
388,610
+144,221
| +59% | +$837K | 0.56% | 34 |
|
|
2016
Q2 | $1.35M | Buy |
244,389
+57,161
| +31% | +$317K | 0.36% | 70 |
|
|
2016
Q1 | $1.04M | Sell |
187,228
-41,437
| -18% | -$230K | 0.3% | 82 |
|
|
2015
Q4 | $1.19M | Sell |
228,665
-6,292
| -3% | -$32.9K | 0.36% | 65 |
|
|
2015
Q3 | $1.29M | Buy |
234,957
+42,817
| +22% | +$235K | 0.4% | 50 |
|
|
2015
Q2 | $1.36M | Buy |
192,140
+15,938
| +9% | +$113K | 0.37% | 58 |
|
|
2015
Q1 | $1.35M | Buy |
176,202
+10,734
| +6% | +$82.4K | 0.38% | 52 |
|
|
2014
Q4 | $1.23M | Buy |
165,468
+106,171
| +179% | +$788K | 0.25% | 86 |
|
|
2014
Q3 | $484K | Buy |
59,297
+3,192
| +6% | +$26.1K | 0.09% | 262 |
|
|
2014
Q2 | $483K | Buy |
56,105
+1,729
| +3% | +$14.9K | 0.09% | 261 |
|
|
2014
Q1 | $452K | Buy |
54,376
+44,326
| +441% | +$368K | 0.09% | 261 |
|
|
2013
Q4 | $85K | Buy |
10,050
+4,103
| +69% | +$34.7K | 0.01% | 802 |
|
|
2013
Q3 | $48K | Buy |
5,947
+3,947
| +197% | +$31.9K | 0.01% | 945 |
|
|
2013
Q2 | $15K | Buy |
+2,000
| New | +$15K | ﹤0.01% | 1319 |
|