SSWM
Sheets Smith Wealth Management’s Middleby MIDD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-7,640
| Closed | -$804K | – | 238 |
|
|
2015
Q3 | $804K | Sell |
7,640
-157
| -2% | -$16.5K | 0.27% | 100 |
|
|
2015
Q2 | $875K | Buy |
+7,797
| New | +$875K | 0.24% | 123 |
|
|
2014
Q2 | – | Sell |
-3,639
| Closed | -$961K | – | 274 |
|
|
2014
Q1 | $961K | Buy |
3,639
+115
| +3% | +$30.4K | 0.27% | 107 |
|
|
2013
Q4 | $845K | Buy |
3,524
+239
| +7% | +$57.3K | 0.23% | 112 |
|
|
2013
Q3 | $686K | Buy |
3,285
+200
| +6% | +$41.8K | 0.22% | 126 |
|
|
2013
Q2 | $525K | Buy |
+3,085
| New | +$525K | 0.18% | 159 |
|