Wealthcare Advisory Partners’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-75
| Closed | -$12K | – | 1324 |
|
2021
Q1 | $12K | Buy |
+75
| New | +$12K | ﹤0.01% | 1391 |
|
2020
Q2 | – | Sell |
-75
| Closed | -$4K | – | 951 |
|
2020
Q1 | $4K | Hold |
75
| – | – | ﹤0.01% | 1165 |
|
2019
Q4 | $8K | Hold |
75
| – | – | ﹤0.01% | 1008 |
|
2019
Q3 | $9K | Hold |
75
| – | – | ﹤0.01% | 948 |
|
2019
Q2 | $10K | Sell |
75
-48
| -39% | -$6.4K | ﹤0.01% | 907 |
|
2019
Q1 | $16K | Hold |
123
| – | – | ﹤0.01% | 712 |
|
2018
Q4 | $13K | Hold |
123
| – | – | ﹤0.01% | 730 |
|
2018
Q3 | $16K | Buy |
123
+48
| +64% | +$6.24K | ﹤0.01% | 736 |
|
2018
Q2 | $8K | Hold |
75
| – | – | ﹤0.01% | 896 |
|
2018
Q1 | $9K | Hold |
75
| – | – | ﹤0.01% | 752 |
|
2017
Q4 | $10K | Buy |
+75
| New | +$10K | ﹤0.01% | 678 |
|