Glassman Wealth Services’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1
| Closed | -$147 | – | 1158 |
|
|
2023
Q4 | $147 | Sell |
1
-4
| -80% | -$588 | ﹤0.01% | 1925 |
|
|
2023
Q3 | $640 | Sell |
5
-7
| -58% | -$896 | ﹤0.01% | 1677 |
|
|
2023
Q2 | $1.77K | Buy |
12
+7
| +140% | +$1.04K | ﹤0.01% | 1292 |
|
|
2023
Q1 | $733 | Hold |
5
| – | – | ﹤0.01% | 1532 |
|
|
2022
Q4 | $670 | Sell |
5
-5
| -50% | -$670 | ﹤0.01% | 1545 |
|
|
2022
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1454 |
|
|
2020
Q2 | – | Sell |
-27
| Closed | -$2K | – | 1418 |
|
|
2020
Q1 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 724 |
|
|
2018
Q4 | – | Sell |
-3
| Closed | – | – | 892 |
|
|
2018
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 897 |
|