TWA
TCI Wealth Advisors’s Middleby MIDD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4
| Closed | -$587 | – | 1402 |
|
|
2023
Q1 | $587 | Buy |
4
+1
| +33% | +$147 | ﹤0.01% | 2191 |
|
|
2022
Q4 | $402 | Sell |
3
-1
| -25% | -$134 | ﹤0.01% | 2251 |
|
|
2022
Q3 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 2119 |
|
|
2020
Q1 | – | Sell |
-67
| Closed | -$7K | – | 1642 |
|
|
2019
Q4 | $7K | Hold |
67
| – | – | ﹤0.01% | 774 |
|
|
2019
Q3 | $8K | Hold |
67
| – | – | ﹤0.01% | 688 |
|
|
2019
Q2 | $9K | Hold |
67
| – | – | ﹤0.01% | 643 |
|
|
2019
Q1 | $9K | Hold |
67
| – | – | ﹤0.01% | 647 |
|
|
2018
Q4 | $7K | Sell |
67
-12
| -15% | -$1.25K | ﹤0.01% | 699 |
|
|
2018
Q3 | $10K | Buy |
79
+7
| +10% | +$886 | ﹤0.01% | 623 |
|
|
2018
Q2 | $8K | Buy |
72
+13
| +22% | +$1.44K | ﹤0.01% | 683 |
|
|
2018
Q1 | $7K | Hold |
59
| – | – | ﹤0.01% | 678 |
|
|
2017
Q4 | $8K | Hold |
59
| – | – | ﹤0.01% | 680 |
|
|
2017
Q3 | $8K | Sell |
59
-37
| -39% | -$5.02K | ﹤0.01% | 643 |
|
|
2017
Q2 | $12K | Buy |
96
+29
| +43% | +$3.63K | 0.01% | 560 |
|
|
2017
Q1 | $9K | Buy |
67
+8
| +14% | +$1.08K | ﹤0.01% | 597 |
|
|
2016
Q4 | $8K | Sell |
59
-17
| -22% | -$2.31K | ﹤0.01% | 676 |
|
|
2016
Q3 | $9K | Buy |
76
+17
| +29% | +$2.01K | ﹤0.01% | 603 |
|
|
2016
Q2 | $7K | Hold |
59
| – | – | ﹤0.01% | 650 |
|
|
2016
Q1 | $6K | Sell |
59
-205
| -78% | -$20.8K | ﹤0.01% | 680 |
|
|
2015
Q4 | $28K | Buy |
+264
| New | +$28K | 0.02% | 385 |
|