Northstar Wealth Partners’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,157
| Closed | -$236K | – | 176 |
|
|
2019
Q4 | $236K | Hold |
2,157
| – | – | 0.1% | 165 |
|
|
2019
Q3 | $252K | Hold |
2,157
| – | – | 0.11% | 155 |
|
|
2019
Q2 | $293K | Hold |
2,157
| – | – | 0.13% | 147 |
|
|
2019
Q1 | $280K | Hold |
2,157
| – | – | 0.13% | 147 |
|
|
2018
Q4 | $222K | Hold |
2,157
| – | – | 0.12% | 153 |
|
|
2018
Q3 | $279K | Hold |
2,157
| – | – | 0.13% | 138 |
|
|
2018
Q2 | $225K | Sell |
2,157
-138
| -6% | -$14.4K | 0.11% | 171 |
|
|
2018
Q1 | $284K | Buy |
+2,295
| New | +$284K | 0.15% | 155 |
|