LGT Financial Advisors’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-22
| Closed | -$2.98K | – | 563 |
|
|
2024
Q4 | $2.98K | Sell |
22
-155
| -88% | -$21K | 0.01% | 642 |
|
|
2024
Q3 | $24.6K | Hold |
177
| – | – | 0.06% | 240 |
|
|
2024
Q2 | $21.7K | Buy |
177
+155
| +705% | +$19K | 0.05% | 287 |
|
|
2024
Q1 | $3.54K | Hold |
22
| – | – | ﹤0.01% | 673 |
|
|
2023
Q4 | $3.24K | Hold |
22
| – | – | ﹤0.01% | 707 |
|
|
2023
Q3 | $2.82K | Buy |
+22
| New | +$2.82K | ﹤0.01% | 739 |
|