Avantax Planning Partners’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-24
| Closed | -$3K | – | 838 |
|
|
2018
Q3 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 1264 |
|
|
2018
Q2 | – | Sell |
-5,940
| Closed | -$735K | – | 967 |
|
|
2018
Q1 | $735K | Buy |
5,940
+8
| +0.1% | +$990 | 0.06% | 130 |
|
|
2017
Q4 | $801K | Sell |
5,932
-29
| -0.5% | -$3.92K | 0.07% | 116 |
|
|
2017
Q3 | $764K | Buy |
5,961
+565
| +10% | +$72.4K | 0.06% | 147 |
|
|
2017
Q2 | $656K | Buy |
5,396
+35
| +0.7% | +$4.26K | 0.06% | 157 |
|
|
2017
Q1 | $732K | Sell |
5,361
-236
| -4% | -$32.2K | 0.07% | 142 |
|
|
2016
Q4 | $721K | Buy |
+5,597
| New | +$721K | 0.08% | 127 |
|