Abound Wealth Management’s Middlesex Water MSEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109 | Sell |
2
-1
| -33% | -$55 | ﹤0.01% | 1241 |
|
|
2025
Q1 | $193 | Sell |
3
-1
| -25% | -$64 | ﹤0.01% | 998 |
|
|
2024
Q4 | $211 | Hold |
4
| – | – | ﹤0.01% | 1040 |
|
|
2024
Q3 | $261 | Sell |
4
-1
| -20% | -$65 | ﹤0.01% | 1019 |
|
|
2024
Q2 | $262 | Hold |
5
| – | – | ﹤0.01% | 1027 |
|
|
2024
Q1 | $263 | Hold |
5
| – | – | ﹤0.01% | 1185 |
|
|
2023
Q4 | $329 | Hold |
5
| – | – | ﹤0.01% | 1118 |
|
|
2023
Q3 | $332 | Hold |
5
| – | – | ﹤0.01% | 975 |
|
|
2023
Q2 | $404 | Buy |
+5
| New | +$404 | ﹤0.01% | 928 |
|