True Wealth Design’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5K | Sell |
80
-10
| -11% | -$1.44K | ﹤0.01% | 526 |
|
|
2025
Q1 | $13.7K | Buy |
90
+3
| +3% | +$456 | 0.01% | 405 |
|
|
2024
Q4 | $11.8K | Buy |
+87
| New | +$11.8K | ﹤0.01% | 395 |
|
|
2023
Q4 | – | Sell |
-1
| Closed | -$128 | – | 803 |
|
|
2023
Q3 | $128 | Hold |
1
| – | – | ﹤0.01% | 702 |
|
|
2023
Q2 | $148 | Hold |
1
| – | – | ﹤0.01% | 694 |
|
|
2023
Q1 | $147 | Hold |
1
| – | – | ﹤0.01% | 766 |
|
|
2022
Q4 | $134 | Buy |
+1
| New | +$134 | ﹤0.01% | 717 |
|