Baystate 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
2023
Q4
$55.2K Buy
840
+4
+0.5% +$263 ﹤0.01% 360
2023
Q3
$55.4K Buy
836
+3
+0.4% +$199 ﹤0.01% 327
2023
Q2
$67.2K Buy
833
+3
+0.4% +$242 0.01% 302
2023
Q1
$64.8K Buy
830
+4
+0.5% +$313 0.01% 304
2022
Q4
$65K Buy
826
+2
+0.2% +$157 0.01% 302
2022
Q3
$64K Buy
824
+3
+0.4% +$233 0.01% 284
2022
Q2
$72K Buy
821
+3
+0.4% +$263 0.01% 278
2022
Q1
$86K Buy
818
+2
+0.2% +$210 0.01% 260
2021
Q4
$98K Buy
816
+2
+0.2% +$240 0.01% 246
2021
Q3
$84K Buy
814
+3
+0.4% +$310 0.01% 240
2021
Q2
$66K Buy
811
+2
+0.2% +$163 0.01% 245
2021
Q1
$64K Buy
809
+3
+0.4% +$237 0.01% 239
2020
Q4
$58K Buy
806
+3
+0.4% +$216 0.01% 236
2020
Q3
$50K Buy
+803
New +$50K 0.01% 222