First Personal Financial Services’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $140 | Buy |
+1
| New | +$140 | ﹤0.01% | 510 |
|
|
2019
Q3 | – | Sell |
-37
| Closed | -$5K | – | 685 |
|
|
2019
Q2 | $5K | Hold |
37
| – | – | ﹤0.01% | 594 |
|
|
2019
Q1 | $5K | Hold |
37
| – | – | ﹤0.01% | 595 |
|
|
2018
Q4 | $4K | Hold |
37
| – | – | ﹤0.01% | 588 |
|
|
2018
Q3 | $5K | Hold |
37
| – | – | ﹤0.01% | 600 |
|
|
2018
Q2 | $4K | Sell |
37
-289
| -89% | -$31.2K | ﹤0.01% | 603 |
|
|
2018
Q1 | $41K | Sell |
326
-96
| -23% | -$12.1K | 0.01% | 479 |
|
|
2017
Q4 | $57K | Buy |
422
+94
| +29% | +$12.7K | 0.01% | 446 |
|
|
2017
Q3 | $42K | Hold |
328
| – | – | 0.01% | 460 |
|
|
2017
Q2 | $40K | Buy |
328
+10
| +3% | +$1.22K | 0.01% | 462 |
|
|
2017
Q1 | $43K | Buy |
318
+25
| +9% | +$3.38K | 0.01% | 428 |
|
|
2016
Q4 | $38K | Buy |
293
+27
| +10% | +$3.5K | 0.01% | 425 |
|
|
2016
Q3 | $33K | Buy |
266
+15
| +6% | +$1.86K | 0.01% | 347 |
|
|
2016
Q2 | $29K | Buy |
+251
| New | +$29K | 0.01% | 361 |
|