Valeo Financial Advisors’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-11
| Closed | -$1K | – | 1859 |
|
|
2020
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 1831 |
|
|
2020
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 1627 |
|
|
2019
Q4 | $1K | Sell |
11
-69
| -86% | -$6.27K | ﹤0.01% | 1536 |
|
|
2019
Q3 | $9K | Hold |
80
| – | – | ﹤0.01% | 1043 |
|
|
2019
Q2 | $11K | Sell |
80
-5
| -6% | -$688 | ﹤0.01% | 996 |
|
|
2019
Q1 | $11K | Sell |
85
-5
| -6% | -$647 | ﹤0.01% | 934 |
|
|
2018
Q4 | $9K | Hold |
90
| – | – | ﹤0.01% | 905 |
|
|
2018
Q3 | $10K | Buy |
90
+20
| +29% | +$2.22K | ﹤0.01% | 961 |
|
|
2018
Q2 | $8K | Sell |
70
-55
| -44% | -$6.29K | ﹤0.01% | 1010 |
|
|
2018
Q1 | $15K | Buy |
125
+72
| +136% | +$8.64K | ﹤0.01% | 813 |
|
|
2017
Q4 | $7K | Buy |
53
+42
| +382% | +$5.55K | ﹤0.01% | 917 |
|
|
2017
Q3 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1100 |
|