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Whipplewood Advisors’s MidCap Financial Investment MFIC Stock Holding History

Whipplewood Advisors’s Portfolio MFIC Stock Details MFIC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$799K Buy
63,341
+63,338
+2,111,267% +$799K 0.44% 61
2025
Q1 		$955K Sell
3
-68,750
-100% -$21.9B 0.56% 42
2024
Q4 		$927K Buy
+68,753
New +$927K 0.53% 48