Reilly Financial Advisors’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-88
| Closed | -$12K | – | 1023 |
|
|
2017
Q4 | $12K | Hold |
88
| – | – | ﹤0.01% | 619 |
|
|
2017
Q3 | $11K | Hold |
88
| – | – | ﹤0.01% | 618 |
|
|
2017
Q2 | $11K | Hold |
88
| – | – | ﹤0.01% | 628 |
|
|
2017
Q1 | $12K | Buy |
+88
| New | +$12K | ﹤0.01% | 578 |
|
|
2014
Q4 | – | Sell |
-180
| Closed | -$16K | – | 844 |
|
|
2014
Q3 | $16K | Hold |
180
| – | – | ﹤0.01% | 435 |
|
|
2014
Q2 | $15K | Hold |
180
| – | – | ﹤0.01% | 470 |
|
|
2014
Q1 | $16K | Sell |
180
-345
| -66% | -$30.7K | ﹤0.01% | 473 |
|
|
2013
Q4 | $42K | Buy |
525
+45
| +9% | +$3.6K | 0.01% | 271 |
|
|
2013
Q3 | $34K | Buy |
480
+180
| +60% | +$12.8K | 0.01% | 272 |
|
|
2013
Q2 | $17K | Buy |
+300
| New | +$17K | 0.01% | 372 |
|