Berman Capital Advisors’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $7K | Buy |
46
+13
| +39% | +$1.98K | ﹤0.01% | 1324 |
|
|
2021
Q2 | $5K | Buy |
33
+3
| +10% | +$455 | ﹤0.01% | 1355 |
|
|
2021
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 1345 |
|
|
2020
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 1312 |
|
|
2020
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 1312 |
|
|
2020
Q2 | $2K | Sell |
30
-28
| -48% | -$1.87K | ﹤0.01% | 1291 |
|
|
2020
Q1 | $3K | Buy |
58
+22
| +61% | +$1.14K | ﹤0.01% | 1045 |
|
|
2019
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 1115 |
|
|
2019
Q3 | $4K | Hold |
36
| – | – | ﹤0.01% | 1013 |
|
|
2019
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 1025 |
|
|
2019
Q1 | $4K | Buy |
36
+16
| +80% | +$1.78K | ﹤0.01% | 926 |
|
|
2018
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 878 |
|