SWS
SYSTM Wealth Solutions’s Middleby MIDD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,190
| Closed | -$835K | – | 842 |
|
|
2024
Q1 | $835K | Sell |
5,190
-371
| -7% | -$59.7K | 0.11% | 223 |
|
|
2023
Q4 | $818K | Buy |
5,561
+255
| +5% | +$37.5K | 0.11% | 221 |
|
|
2023
Q3 | $679K | Buy |
5,306
+1,304
| +33% | +$167K | 0.1% | 235 |
|
|
2023
Q2 | $592K | Buy |
4,002
+2,010
| +101% | +$297K | 0.08% | 289 |
|
|
2023
Q1 | $292K | Sell |
1,992
-36
| -2% | -$5.28K | 0.05% | 382 |
|
|
2022
Q4 | $272K | Buy |
+2,028
| New | +$272K | 0.03% | 454 |
|