Lenox Wealth Advisors’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-35
| Closed | -$5K | – | 733 |
|
|
2020
Q4 | $5K | Hold |
35
| – | – | ﹤0.01% | 505 |
|
|
2020
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 483 |
|
|
2020
Q2 | $3K | Sell |
35
-95
| -73% | -$8.14K | ﹤0.01% | 489 |
|
|
2020
Q1 | $7K | Buy |
130
+26
| +25% | +$1.4K | ﹤0.01% | 386 |
|
|
2019
Q4 | $11K | Sell |
104
-75
| -42% | -$7.93K | ﹤0.01% | 405 |
|
|
2019
Q3 | $21K | Buy |
179
+69
| +63% | +$8.1K | ﹤0.01% | 294 |
|
|
2019
Q2 | $15K | Sell |
110
-51
| -32% | -$6.96K | ﹤0.01% | 243 |
|
|
2019
Q1 | $21K | Buy |
161
+51
| +46% | +$6.65K | ﹤0.01% | 197 |
|
|
2018
Q4 | $11K | Hold |
110
| – | – | ﹤0.01% | 242 |
|
|
2018
Q3 | $14K | Buy |
+110
| New | +$14K | ﹤0.01% | 243 |
|
|
2018
Q2 | – | Sell |
-62
| Closed | -$8K | – | 607 |
|
|
2018
Q1 | $8K | Buy |
+62
| New | +$8K | ﹤0.01% | 379 |
|
|
2016
Q4 | – | Sell |
-35
| Closed | -$4K | – | 153 |
|
|
2016
Q3 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 193 |
|