Bedel Financial Consulting’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-600
| Closed | -$98K | – | 602 |
|
|
2022
Q1 | $98K | Hold |
600
| – | – | 0.03% | 282 |
|
|
2021
Q4 | $118K | Hold |
600
| – | – | 0.04% | 256 |
|
|
2021
Q3 | $102K | Hold |
600
| – | – | 0.04% | 269 |
|
|
2021
Q2 | $104K | Hold |
600
| – | – | 0.04% | 265 |
|
|
2021
Q1 | $99K | Hold |
600
| – | – | 0.04% | 260 |
|
|
2020
Q4 | $77K | Hold |
600
| – | – | 0.03% | 259 |
|
|
2020
Q3 | $54K | Hold |
600
| – | – | 0.03% | 293 |
|
|
2020
Q2 | $47K | Hold |
600
| – | – | 0.03% | 282 |
|
|
2020
Q1 | $34K | Hold |
600
| – | – | 0.02% | 313 |
|
|
2019
Q4 | $66K | Hold |
600
| – | – | 0.04% | 258 |
|
|
2019
Q3 | $70K | Sell |
600
-3,528
| -85% | -$412K | 0.04% | 248 |
|
|
2019
Q2 | $560K | Hold |
4,128
| – | – | 0.34% | 55 |
|
|
2019
Q1 | $537K | Hold |
4,128
| – | – | 0.34% | 55 |
|
|
2018
Q4 | $424K | Hold |
4,128
| – | – | 0.31% | 64 |
|
|
2018
Q3 | $485K | Hold |
4,128
| – | – | 0.32% | 63 |
|
|
2018
Q2 | $431K | Hold |
4,128
| – | – | 0.32% | 69 |
|
|
2018
Q1 | $511K | Hold |
4,128
| – | – | 0.39% | 52 |
|
|
2017
Q4 | $557K | Buy |
+4,128
| New | +$557K | 0.5% | 47 |
|