Gideon Capital Advisors’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,802
| Closed | -$307K | – | 130 |
|
|
2019
Q4 | $307K | Buy |
+2,802
| New | +$307K | 0.11% | 216 |
|
|
2019
Q3 | – | Sell |
-8,436
| Closed | -$1.15M | – | 360 |
|
|
2019
Q2 | $1.15M | Buy |
+8,436
| New | +$1.15M | 0.4% | 94 |
|
|
2015
Q2 | – | Sell |
-20,569
| Closed | -$2.11M | – | 292 |
|
|
2015
Q1 | $2.11M | Buy |
+20,569
| New | +$2.11M | 0.85% | 32 |
|
|
2014
Q2 | – | Sell |
-10,248
| Closed | -$903K | – | 291 |
|
|
2014
Q1 | $903K | Buy |
+10,248
| New | +$903K | 0.5% | 68 |
|