Baldwin Wealth Partners’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 |
-200
| Closed | -$10.5K | – | 815 |
|
2024
Q1 | $10.5K | Hold |
200
| – | – | ﹤0.01% | 550 |
|
2023
Q4 | $13.1K | Hold |
200
| – | – | ﹤0.01% | 549 |
|
2023
Q3 | $13.3K | Hold |
200
| – | – | ﹤0.01% | 553 |
|
2023
Q2 | $16.1K | Hold |
200
| – | – | ﹤0.01% | 557 |
|
2023
Q1 | $15.6K | Hold |
200
| – | – | ﹤0.01% | 577 |
|
2022
Q4 | $15.7K | Hold |
200
| – | – | ﹤0.01% | 564 |
|
2022
Q3 | $15K | Hold |
200
| – | – | ﹤0.01% | 478 |
|
2022
Q2 | $18K | Hold |
200
| – | – | ﹤0.01% | 483 |
|
2022
Q1 | $21K | Hold |
200
| – | – | ﹤0.01% | 474 |
|
2021
Q4 | $24K | Hold |
200
| – | – | ﹤0.01% | 434 |
|
2021
Q3 | $21K | Hold |
200
| – | – | ﹤0.01% | 450 |
|
2021
Q2 | $16K | Hold |
200
| – | – | ﹤0.01% | 488 |
|
2021
Q1 | $16K | Hold |
200
| – | – | ﹤0.01% | 479 |
|
2020
Q4 | $14K | Hold |
200
| – | – | ﹤0.01% | 430 |
|
2020
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 424 |
|
2020
Q2 | $13K | Hold |
200
| – | – | ﹤0.01% | 418 |
|
2020
Q1 | $12K | Hold |
200
| – | – | ﹤0.01% | 415 |
|
2019
Q4 | $13K | Hold |
200
| – | – | ﹤0.01% | 438 |
|
2019
Q3 | $13K | Hold |
200
| – | – | ﹤0.01% | 434 |
|
2019
Q2 | $12K | Hold |
200
| – | – | ﹤0.01% | 436 |
|
2019
Q1 | $11K | Hold |
200
| – | – | ﹤0.01% | 447 |
|
2018
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 428 |
|
2018
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 467 |
|
2018
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 466 |
|
2018
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 446 |
|
2017
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 424 |
|
2017
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 425 |
|
2017
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 431 |
|
2017
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 436 |
|
2016
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 452 |
|
2016
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 475 |
|
2016
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 404 |
|
2016
Q1 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 432 |
|