Avior 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4
| Closed | -$210 | – | 3158 |
|
|
2024
Q1 | $210 | Buy |
+4
| New | +$210 | ﹤0.01% | 2855 |
|
|
2020
Q4 | – | Sell |
-190
| Closed | -$11K | – | 1060 |
|
|
2020
Q3 | $11K | Hold |
190
| – | – | ﹤0.01% | 674 |
|
|
2020
Q2 | $12K | Hold |
190
| – | – | ﹤0.01% | 644 |
|
|
2020
Q1 | $11K | Hold |
190
| – | – | ﹤0.01% | 566 |
|
|
2019
Q4 | $12K | Hold |
190
| – | – | ﹤0.01% | 586 |
|
|
2019
Q3 | $12K | Hold |
190
| – | – | ﹤0.01% | 571 |
|
|
2019
Q2 | $11K | Hold |
190
| – | – | ﹤0.01% | 591 |
|
|
2019
Q1 | $10K | Buy |
+190
| New | +$10K | ﹤0.01% | 529 |
|