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  Name: MIDDLETON & CO INC/MA
  City: BOSTON
  State: MA
  Zip: 02110
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $867,144,000
  Total Value Change : $65,360,000
  Securities Held Change : 10
   
All Securities Held : 167
  New Positions : 13
  Closed Positions : 3
  Increased Positions : 38
  Unchanged Positions : 46
  Decreased Positions : 70

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (EEM)1 Year Chart         EEM iShares MSCI Emrg Mkt Income 168 Closed $41.79 $0 0 0% -265,000 -6,590 0    Closed - End Fund - E...
   (OTIS)1 Year Chart         OTIS Otis Worldwide Corp 167 Closed $99.20 $0 0 0% -206,000 -2,300 0    N/A
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 166 Closed $71.64 $0 0 0% -249,000 -3,390 0    Closed - End Fund - E...

      3 Records Found
  1    
Page 1 of 1
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