Sheaff Brock Investment Advisors’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,642
| Closed | -$391K | – | 481 |
|
|
2023
Q2 | $391K | Hold |
2,642
| – | – | 0.03% | 298 |
|
|
2023
Q1 | $387K | Sell |
2,642
-498
| -16% | -$74K | 0.04% | 305 |
|
|
2022
Q4 | $420K | Hold |
3,140
| – | – | 0.04% | 277 |
|
|
2022
Q3 | $402K | Hold |
3,140
| – | – | 0.04% | 271 |
|
|
2022
Q2 | $394K | Hold |
3,140
| – | – | 0.03% | 284 |
|
|
2022
Q1 | $515K | Hold |
3,140
| – | – | 0.04% | 278 |
|
|
2021
Q4 | $618K | Hold |
3,140
| – | – | 0.04% | 241 |
|
|
2021
Q3 | $535K | Hold |
3,140
| – | – | 0.04% | 256 |
|
|
2021
Q2 | $544K | Hold |
3,140
| – | – | 0.04% | 251 |
|
|
2021
Q1 | $520K | Hold |
3,140
| – | – | 0.04% | 247 |
|
|
2020
Q4 | $405K | Hold |
3,140
| – | – | 0.03% | 273 |
|
|
2020
Q3 | $282K | Hold |
3,140
| – | – | 0.03% | 317 |
|
|
2020
Q2 | $248K | Buy |
+3,140
| New | +$203K | 0.02% | 343 |
|
|
2020
Q1 | – | Sell |
-3,140
| Closed | -$344K | – | 465 |
|
|
2019
Q4 | $344K | Hold |
3,140
| – | – | 0.03% | 308 |
|
|
2019
Q3 | $367K | Hold |
3,140
| – | – | 0.04% | 299 |
|
|
2019
Q2 | $426K | Hold |
3,140
| – | – | 0.05% | 271 |
|
|
2019
Q1 | $408K | Hold |
3,140
| – | – | 0.05% | 288 |
|
|
2018
Q4 | $323K | Hold |
3,140
| – | – | 0.05% | 307 |
|
|
2018
Q3 | $406K | Hold |
3,140
| – | – | 0.04% | 303 |
|
|
2018
Q2 | $328K | Sell |
3,140
-369
| -11% | -$41.8K | 0.03% | 344 |
|
|
2018
Q1 | $434K | Hold |
3,509
| – | – | 0.04% | 285 |
|
|
2017
Q4 | $474K | Hold |
3,509
| – | – | 0.06% | 266 |
|
|
2017
Q3 | $450K | Hold |
3,509
| – | – | 0.06% | 275 |
|
|
2017
Q2 | $426K | Hold |
3,509
| – | – | 0.06% | 303 |
|
|
2017
Q1 | $479K | Hold |
3,509
| – | – | 0.06% | 291 |
|
|
2016
Q4 | $452K | Hold |
3,509
| – | – | 0.06% | 298 |
|
|
2016
Q3 | $434K | Hold |
3,509
| – | – | 0.06% | 290 |
|
|
2016
Q2 | $404K | Hold |
3,509
| – | – | 0.05% | 316 |
|
|
2016
Q1 | $375K | Hold |
3,509
| – | – | 0.05% | 337 |
|
|
2015
Q4 | $379K | Buy |
+3,509
| New | +$391K | 0.04% | 360 |
|
Other funds holding MIDD
EIG
TCAM
