Financial Architects (New Jersey)’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-200
| Closed | -$16K | – | 556 |
|
|
2020
Q2 | $16K | Hold |
200
| – | – | ﹤0.01% | 575 |
|
|
2020
Q1 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 601 |
|
|
2019
Q2 | – | Sell |
-253
| Closed | -$33K | – | 1229 |
|
|
2019
Q1 | $33K | Buy |
253
+29
| +13% | +$3.78K | 0.01% | 652 |
|
|
2018
Q4 | $23K | Buy |
224
+79
| +54% | +$8.11K | ﹤0.01% | 690 |
|
|
2018
Q3 | $19K | Sell |
145
-3
| -2% | -$393 | ﹤0.01% | 810 |
|
|
2018
Q2 | $15K | Buy |
148
+95
| +179% | +$9.63K | ﹤0.01% | 888 |
|
|
2018
Q1 | $7K | Buy |
53
+17
| +47% | +$2.25K | ﹤0.01% | 1042 |
|
|
2017
Q4 | $5K | Sell |
36
-2
| -5% | -$278 | ﹤0.01% | 1159 |
|
|
2017
Q3 | $5K | Hold |
38
| – | – | ﹤0.01% | 1174 |
|
|
2017
Q2 | $5K | Buy |
38
+2
| +6% | +$263 | ﹤0.01% | 1170 |
|
|
2017
Q1 | $5K | Hold |
36
| – | – | ﹤0.01% | 1183 |
|
|
2016
Q4 | $5K | Hold |
36
| – | – | ﹤0.01% | 1135 |
|
|
2016
Q3 | $4K | Hold |
36
| – | – | ﹤0.01% | 1167 |
|
|
2016
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 1145 |
|
|
2016
Q1 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 908 |
|