KCM Investment Advisors’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-1,648
| Closed | -$225K | – | 537 |
|
2017
Q1 | $225K | Hold |
1,648
| – | – | 0.01% | 499 |
|
2016
Q4 | $212K | Buy |
1,648
+4
| +0.2% | +$515 | 0.01% | 504 |
|
2016
Q3 | $203K | Buy |
+1,644
| New | +$203K | 0.01% | 517 |
|
2016
Q1 | – | Sell |
-1,855
| Closed | -$200K | – | 527 |
|
2015
Q4 | $200K | Buy |
+1,855
| New | +$200K | 0.02% | 493 |
|