WFG Advisors’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $13K | Hold |
105
| – | – | ﹤0.01% | 1060 |
|
|
2017
Q1 | $14K | Sell |
105
-1,649
| -94% | -$220K | ﹤0.01% | 985 |
|
|
2016
Q4 | $226K | Hold |
1,754
| – | – | 0.06% | 347 |
|
|
2016
Q3 | $217K | Hold |
1,754
| – | – | 0.05% | 353 |
|
|
2016
Q2 | $202K | Buy |
1,754
+269
| +18% | +$31K | 0.05% | 336 |
|
|
2016
Q1 | $159K | Sell |
1,485
-85
| -5% | -$9.1K | 0.05% | 357 |
|
|
2015
Q4 | $169K | Hold |
1,570
| – | – | 0.05% | 328 |
|
|
2015
Q3 | $165K | Sell |
1,570
-69
| -4% | -$7.25K | 0.05% | 328 |
|
|
2015
Q2 | $184K | Sell |
1,639
-24
| -1% | -$2.69K | 0.05% | 364 |
|
|
2015
Q1 | $171K | Buy |
1,663
+624
| +60% | +$64.2K | 0.05% | 391 |
|
|
2014
Q4 | $103K | Buy |
1,039
+140
| +16% | +$13.9K | 0.02% | 625 |
|
|
2014
Q3 | $79K | Buy |
899
+224
| +33% | +$19.7K | 0.02% | 742 |
|
|
2014
Q2 | $56K | Buy |
675
+450
| +200% | +$37.3K | 0.01% | 865 |
|
|
2014
Q1 | $20K | Sell |
225
-75
| -25% | -$6.67K | ﹤0.01% | 1243 |
|
|
2013
Q4 | $24K | Hold |
300
| – | – | ﹤0.01% | 1272 |
|
|
2013
Q3 | $21K | Buy |
300
+75
| +33% | +$5.25K | ﹤0.01% | 1260 |
|
|
2013
Q2 | $13K | Buy |
+225
| New | +$13K | ﹤0.01% | 1374 |
|