Bell Investment Advisors’s Middlesex Water MSEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16
| Closed | -$1.05K | – | 1932 |
|
|
2023
Q4 | $1.05K | Buy |
16
+1
| +7% | +$66 | ﹤0.01% | 1578 |
|
|
2023
Q3 | $994 | Sell |
15
-10
| -40% | -$663 | ﹤0.01% | 1577 |
|
|
2023
Q2 | $2.02K | Buy |
25
+2
| +9% | +$161 | ﹤0.01% | 1296 |
|
|
2023
Q1 | $1.8K | Sell |
23
-10
| -30% | -$781 | ﹤0.01% | 1318 |
|
|
2022
Q4 | $2.6K | Buy |
33
+3
| +10% | +$236 | ﹤0.01% | 1150 |
|
|
2022
Q3 | $2K | Buy |
30
+19
| +173% | +$1.27K | ﹤0.01% | 1157 |
|
|
2022
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1505 |
|
|
2021
Q4 | $1K | Sell |
9
-3
| -25% | -$333 | ﹤0.01% | 1518 |
|
|
2021
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1467 |
|