Wealthspire Advisors (Maryland)’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-346
| Closed | -$45K | – | 1408 |
|
|
2019
Q1 | $45K | Sell |
346
-56
| -14% | -$7.28K | ﹤0.01% | 933 |
|
|
2018
Q4 | $41K | Sell |
402
-637
| -61% | -$65K | ﹤0.01% | 940 |
|
|
2018
Q3 | $134K | Sell |
1,039
-431
| -29% | -$55.6K | 0.01% | 574 |
|
|
2018
Q2 | $153K | Sell |
1,470
-296
| -17% | -$30.8K | 0.01% | 547 |
|
|
2018
Q1 | $219K | Sell |
1,766
-195
| -10% | -$24.2K | 0.02% | 437 |
|
|
2017
Q4 | $265K | Buy |
1,961
+892
| +83% | +$121K | 0.03% | 404 |
|
|
2017
Q3 | $137K | Sell |
1,069
-55
| -5% | -$7.05K | 0.01% | 597 |
|
|
2017
Q2 | $137K | Buy |
1,124
+95
| +9% | +$11.6K | 0.02% | 577 |
|
|
2017
Q1 | $140K | Buy |
1,029
+9
| +0.9% | +$1.22K | 0.02% | 488 |
|
|
2016
Q4 | $131K | Sell |
1,020
-31
| -3% | -$3.98K | 0.02% | 489 |
|
|
2016
Q3 | $130K | Sell |
1,051
-30
| -3% | -$3.71K | 0.02% | 500 |
|
|
2016
Q2 | $125K | Sell |
1,081
-252
| -19% | -$29.1K | 0.02% | 486 |
|
|
2016
Q1 | $142K | Sell |
1,333
-202
| -13% | -$21.5K | 0.03% | 437 |
|
|
2015
Q4 | $166K | Buy |
+1,535
| New | +$166K | 0.03% | 406 |
|