EWM
Evercore Wealth Management’s Middleby MIDD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-700
| Closed | -$90K | – | 920 |
|
|
2017
Q3 | $90K | Sell |
700
-35
| -5% | -$4.5K | ﹤0.01% | 482 |
|
|
2017
Q2 | $89K | Hold |
735
| – | – | ﹤0.01% | 490 |
|
|
2017
Q1 | $101K | Sell |
735
-150
| -17% | -$20.6K | ﹤0.01% | 482 |
|
|
2016
Q4 | $114K | Buy |
885
+150
| +20% | +$19.3K | ﹤0.01% | 467 |
|
|
2016
Q3 | $91K | Hold |
735
| – | – | ﹤0.01% | 496 |
|
|
2016
Q2 | $85K | Hold |
735
| – | – | ﹤0.01% | 488 |
|
|
2016
Q1 | $79K | Buy |
735
+35
| +5% | +$3.76K | ﹤0.01% | 497 |
|
|
2015
Q4 | $76K | Hold |
700
| – | – | ﹤0.01% | 525 |
|
|
2015
Q3 | $74K | Hold |
700
| – | – | ﹤0.01% | 534 |
|
|
2015
Q2 | $79K | Sell |
700
-36
| -5% | -$4.06K | ﹤0.01% | 558 |
|
|
2015
Q1 | $76K | Buy |
736
+36
| +5% | +$3.72K | ﹤0.01% | 572 |
|
|
2014
Q4 | $69K | Hold |
700
| – | – | ﹤0.01% | 516 |
|
|
2014
Q3 | $62K | Sell |
700
-200
| -22% | -$17.7K | ﹤0.01% | 579 |
|
|
2014
Q2 | $74K | Buy |
900
+600
| +200% | +$49.3K | ﹤0.01% | 556 |
|
|
2014
Q1 | $79K | Sell |
300
-161
| -35% | -$42.4K | ﹤0.01% | 522 |
|
|
2013
Q4 | $111K | Hold |
461
| – | – | 0.01% | 441 |
|
|
2013
Q3 | $96K | Hold |
461
| – | – | 0.01% | 493 |
|
|
2013
Q2 | $78K | Buy |
+461
| New | +$78K | ﹤0.01% | 515 |
|