Baldwin Wealth Partners’s Middlesex Water MSEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | 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 | +$5.67K | ﹤0.01% | 433 |
|
Other funds holding MSEX
Baldwin Wealth Partners's MSEX Position: Q2 2024 in Review
Baldwin Wealth Partners sold out of Middlesex Water (MSEX) in Q2 2024, closing a stake of 200 shares — an estimated $10.5K sold.
Baldwin Wealth Partners first reported a position in MSEX in Q1 2016 and held it in 33 quarters. The position peaked at $24K in Q4 2021. 197 funds tracked by Wall St. Rank hold MSEX as of Q2 2024.
- Baldwin Wealth Partners reported no remaining Middlesex Water position as of Q2 2024 after selling out during the quarter.
- Baldwin Wealth Partners sold 200 Middlesex Water shares in Q2 2024, an estimated $10.5K.
- Baldwin Wealth Partners first reported a position in Middlesex Water in Q1 2016 and held it in 33 quarters.
- Baldwin Wealth Partners's Middlesex Water position peaked at $24K in Q4 2021.
- 197 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2024.
Based on Baldwin Wealth Partners's 13F filing for Q2 2024, filed 12 Jul 2024.