Endurance Wealth Management’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-50
| Closed | -$5K | – | 481 |
|
|
2018
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 417 |
|
|
2018
Q3 | $6K | Hold |
50
| – | – | ﹤0.01% | 425 |
|
|
2018
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 439 |
|
|
2018
Q1 | $6K | Sell |
50
-500
| -91% | -$60K | ﹤0.01% | 454 |
|
|
2017
Q4 | $74K | Sell |
550
-251
| -31% | -$33.8K | 0.01% | 241 |
|
|
2017
Q3 | $103K | Sell |
801
-800
| -50% | -$103K | 0.02% | 215 |
|
|
2017
Q2 | $195K | Sell |
1,601
-20
| -1% | -$2.44K | 0.03% | 170 |
|
|
2017
Q1 | $221K | Sell |
1,621
-25
| -2% | -$3.41K | 0.04% | 158 |
|
|
2016
Q4 | $212K | Sell |
1,646
-50
| -3% | -$6.44K | 0.04% | 161 |
|
|
2016
Q3 | $200K | Sell |
1,696
-295
| -15% | -$34.8K | 0.04% | 166 |
|
|
2016
Q2 | $229K | Sell |
1,991
-310
| -13% | -$35.7K | 0.04% | 150 |
|
|
2016
Q1 | $246 | Hold |
2,301
| – | – | 0.03% | 148 |
|
|
2015
Q4 | $248K | Buy |
2,301
+596
| +35% | +$64.2K | 0.05% | 150 |
|
|
2015
Q3 | $198K | Buy |
1,705
+1,240
| +267% | +$144K | 0.03% | 164 |
|
|
2015
Q2 | $52K | Buy |
+465
| New | +$52K | 0.01% | 265 |
|