Veritable’s Middleby MIDD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,409
Closed -$504K 500
2023
Q2
$504K Sell
3,409
-265
-7% -$39.2K 0.01% 537
2023
Q1
$539K Sell
3,674
-263
-7% -$38.6K 0.01% 507
2022
Q4
$527K Buy
3,937
+1,204
+44% +$161K 0.01% 517
2022
Q3
$350K Buy
+2,733
New +$350K 0.01% 586
2019
Q3
Sell
-1,521
Closed -$206K 814
2019
Q2
$206K Buy
+1,521
New +$206K ﹤0.01% 754
2018
Q4
Sell
-1,718
Closed -$222K 802
2018
Q3
$222K Buy
+1,718
New +$222K ﹤0.01% 743