Mount Yale Investment Advisors’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3K | Buy |
+9
| New | +$1.3K | ﹤0.01% | 1372 |
|
|
2020
Q1 | – | Sell |
-11,400
| Closed | -$1.28M | – | 318 |
|
|
2019
Q4 | $1.28M | Sell |
11,400
-512
| -4% | -$57.4K | 0.22% | 105 |
|
|
2019
Q3 | $1.42M | Sell |
11,912
-568
| -5% | -$67.6K | 0.25% | 95 |
|
|
2019
Q2 | $1.44M | Sell |
12,480
-231
| -2% | -$26.6K | 0.27% | 87 |
|
|
2019
Q1 | $1.65M | Sell |
12,711
-74
| -0.6% | -$9.62K | 0.31% | 76 |
|
|
2018
Q4 | $1.54M | Sell |
12,785
-593
| -4% | -$71.3K | 0.31% | 81 |
|
|
2018
Q3 | $1.56M | Sell |
13,378
-561
| -4% | -$65.3K | 0.27% | 82 |
|
|
2018
Q2 | $1.46M | Buy |
13,939
+254
| +2% | +$26.5K | 0.28% | 89 |
|
|
2018
Q1 | $1.69M | Buy |
+13,685
| New | +$1.69M | 0.36% | 73 |
|