Polaris Wealth Advisory Group’s Middleby MIDD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2014
Q2
Sell
-4,755
Closed -$419K 116
2014
Q1
$419K Buy
4,755
+555
+13% +$48.9K 0.1% 58
2013
Q4
$336K Buy
4,200
+2,460
+141% +$197K 0.08% 66
2013
Q3
$121K Buy
+1,740
New +$121K 0.04% 69