Financial Gravity Asset Management’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$486 | – | 2107 |
|
|
2024
Q1 | $486 | Buy |
+3
| New | +$486 | ﹤0.01% | 1374 |
|
|
2023
Q3 | – | Sell |
-148
| Closed | -$413 | – | 1557 |
|
|
2023
Q2 | $413 | Buy |
+148
| New | +$413 | ﹤0.01% | 1032 |
|
|
2023
Q1 | – | Sell |
-134
| Closed | -$396 | – | 1445 |
|
|
2022
Q4 | $396 | Buy |
+134
| New | +$396 | ﹤0.01% | 834 |
|
|
2020
Q1 | – | Sell |
-4
| Closed | -$110K | – | 1279 |
|
|
2019
Q4 | $110K | Hold |
4
| – | – | 0.08% | 283 |
|
|
2019
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1449 |
|
|
2019
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 1085 |
|
|
2019
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1141 |
|
|
2018
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1536 |
|
|
2018
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1543 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 1470 |
|