Clearstead Advisors’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1K | Buy |
+91
| New | +$13.1K | ﹤0.01% | 1785 |
|
|
2025
Q1 | – | Sell |
-66
| Closed | -$8.94K | – | 2273 |
|
|
2024
Q4 | $8.94K | Hold |
66
| – | – | ﹤0.01% | 1600 |
|
|
2024
Q3 | $9.18K | Buy |
+66
| New | +$9.18K | ﹤0.01% | 1596 |
|
|
2023
Q4 | – | Sell |
-24
| Closed | -$3.07K | – | 1602 |
|
|
2023
Q3 | $3.07K | Buy |
+24
| New | +$3.07K | ﹤0.01% | 1337 |
|