Apriem Advisors’s Middlesex Water MSEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-400
| Closed | -$9K | – | 568 |
|
|
2015
Q2 | $9K | Hold |
400
| – | – | ﹤0.01% | 423 |
|
|
2015
Q1 | $9K | Hold |
400
| – | – | ﹤0.01% | 421 |
|
|
2014
Q4 | $9K | Hold |
400
| – | – | ﹤0.01% | 384 |
|
|
2014
Q3 | $8K | Hold |
400
| – | – | ﹤0.01% | 402 |
|
|
2014
Q2 | $8K | Hold |
400
| – | – | ﹤0.01% | 356 |
|
|
2014
Q1 | $9K | Sell |
400
-300
| -43% | -$6.75K | ﹤0.01% | 365 |
|
|
2013
Q4 | $15K | Hold |
700
| – | – | 0.01% | 319 |
|
|
2013
Q3 | $15K | Hold |
700
| – | – | 0.01% | 309 |
|
|
2013
Q2 | $14K | Buy |
+700
| New | +$14K | 0.01% | 298 |
|