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