EverSource Wealth 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 | $47.1K | Buy |
327
+241
| +280% | +$34.7K | ﹤0.01% | 1650 |
|
|
2025
Q1 | $13.1K | Buy |
86
+13
| +18% | +$1.98K | ﹤0.01% | 1952 |
|
|
2024
Q4 | $9.89K | Buy |
73
+11
| +18% | +$1.49K | ﹤0.01% | 1998 |
|
|
2024
Q3 | $8.63K | Hold |
62
| – | – | ﹤0.01% | 1951 |
|
|
2024
Q2 | $8.41K | Sell |
62
-3
| -5% | -$407 | ﹤0.01% | 1945 |
|
|
2024
Q1 | $9.03K | Sell |
65
-17
| -21% | -$2.36K | ﹤0.01% | 1741 |
|
|
2023
Q4 | $12.1K | Buy |
82
+7
| +9% | +$1.03K | ﹤0.01% | 1476 |
|
|
2023
Q3 | $9.6K | Hold |
75
| – | – | ﹤0.01% | 1436 |
|
|
2023
Q2 | $11.1K | Buy |
+75
| New | +$11.1K | ﹤0.01% | 1391 |
|