Icon Wealth Partners’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $343K | Sell |
2,735
-598
| -18% | -$75K | 0.04% | 225 |
|
|
2022
Q1 | $546K | Sell |
3,333
-370
| -10% | -$60.6K | 0.05% | 195 |
|
|
2021
Q4 | $729K | Sell |
3,703
-6
| -0.2% | -$1.18K | 0.07% | 181 |
|
|
2021
Q3 | $632K | Buy |
3,709
+181
| +5% | +$30.8K | 0.07% | 201 |
|
|
2021
Q2 | $611K | Buy |
3,528
+464
| +15% | +$80.4K | 0.07% | 209 |
|
|
2021
Q1 | $508K | Buy |
3,064
+631
| +26% | +$105K | 0.06% | 212 |
|
|
2020
Q4 | $314K | Buy |
+2,433
| New | +$314K | 0.05% | 221 |
|
|
2019
Q2 | – | Sell |
-253
| Closed | -$33K | – | 538 |
|
|
2019
Q1 | $33K | Buy |
+253
| New | +$33K | 0.01% | 446 |
|
|
2018
Q3 | – | Sell |
-385
| Closed | -$40K | – | 554 |
|
|
2018
Q2 | $40K | Buy |
+385
| New | +$40K | 0.02% | 434 |
|
|
2018
Q1 | – | Sell |
-374
| Closed | -$50K | – | 552 |
|
|
2017
Q4 | $50K | Buy |
+374
| New | +$50K | 0.02% | 416 |
|