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Campbell Wealth Management’s Middlesex Water MSEX Stock Holding History

Campbell Wealth Management’s Portfolio MSEX Stock Details MSEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,401
Closed -$94K – 245
2020
Q2 		$94K Buy
+1,401
New +$88.7K 0.02% 98

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Campbell Wealth Management's MSEX Position: Q3 2020 in Review

Campbell Wealth Management sold out of Middlesex Water (MSEX) in Q3 2020, closing a stake of 1,401 shares — an estimated $94K sold.

Campbell Wealth Management first reported a position in MSEX in Q2 2020 and held it in 1 quarter. The position peaked at $94K in Q2 2020. 152 funds tracked by Wall St. Rank hold MSEX as of Q3 2020.

  • Campbell Wealth Management reported no remaining Middlesex Water position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 1,401 Middlesex Water shares in Q3 2020, an estimated $94K.
  • Campbell Wealth Management first reported a position in Middlesex Water in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's Middlesex Water position peaked at $94K in Q2 2020.
  • 152 funds tracked by Wall St. Rank held Middlesex Water as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.