TRUE Private Wealth Advisors’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,054
| Closed | -$207K | – | 260 |
|
|
2021
Q4 | $207K | Buy |
+1,054
| New | +$207K | 0.03% | 250 |
|
|
2021
Q1 | – | Sell |
-1,350
| Closed | -$174K | – | 516 |
|
|
2020
Q4 | $174K | Buy |
1,350
+142
| +12% | +$18.3K | 0.03% | 206 |
|
|
2020
Q3 | $108K | Sell |
1,208
-50
| -4% | -$4.47K | 0.02% | 238 |
|
|
2020
Q2 | $99K | Buy |
1,258
+1,075
| +587% | +$84.6K | 0.02% | 236 |
|
|
2020
Q1 | $10K | Hold |
183
| – | – | ﹤0.01% | 452 |
|
|
2019
Q4 | $20K | Buy |
+183
| New | +$20K | ﹤0.01% | 489 |
|
|
2019
Q3 | – | Sell |
-183
| Closed | -$24K | – | 529 |
|
|
2019
Q2 | $24K | Buy |
+183
| New | +$24K | ﹤0.01% | 436 |
|
|
2018
Q4 | – | Sell |
-200
| Closed | -$25.9K | – | 657 |
|
|
2018
Q3 | $25.9K | Buy |
+200
| New | +$25.9K | ﹤0.01% | 563 |
|