Capital Analysts LLC’s Middleby MIDD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-5
Closed -$1K 1173
2023
Q3
$1K Buy
+5
New +$1K ﹤0.01% 1117
2016
Q1
Sell
-1,540
Closed -$166K 401
2015
Q4
$166K Sell
1,540
-55
-3% -$5.93K 0.03% 183
2015
Q3
$168K Buy
1,595
+70
+5% +$7.36K 0.03% 193
2015
Q2
$171K Sell
1,525
-620
-29% -$69.6K 0.04% 183
2015
Q1
$220K Sell
2,145
-270
-11% -$27.7K 0.05% 165
2014
Q4
$239K Sell
2,415
-195
-7% -$19.3K 0.05% 152
2014
Q3
$230K Buy
2,610
+1,740
+200% +$153K 0.05% 152
2014
Q2
$72K Buy
+870
New +$72K 0.02% 204