Creative Financial Designs’s Middlesex Water MSEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-42	Closed	-$2.12K	–	2210
2025 Q4	$2.12K	Sell	42 -407	-91%	-$21.9K	﹤0.01%	1679
2025 Q3	$24.3K	Sell	449 -2,296	-84%	-$123K	﹤0.01%	1094
2025 Q2	$149K	Buy	2,745 +4	+0.1%	+$237	0.01%	568
2025 Q1	$176K	Sell	2,741 -602	-18%	-$32.7K	0.01%	479
2024 Q4	$176K	Sell	3,343 -893	-21%	-$56.1K	0.01%	469
2024 Q3	$276K	Buy	4,236 +201	+5%	+$12.5K	0.02%	385
2024 Q2	$211K	Buy	4,035 +677	+20%	+$35.1K	0.02%	417
2024 Q1	$176K	Buy	3,358 +1,435	+75%	+$79.4K	0.02%	448
2023 Q4	$126K	Buy	1,923 +1,028	+115%	+$67.8K	0.01%	491
2023 Q3	$59.3K	Buy	895 +365	+69%	+$28.1K	0.01%	589
2023 Q2	$42.8K	Buy	530 +157	+42%	+$12.3K	0.01%	667
2023 Q1	$29.1K	Buy	+373	New	+$30.1K	﹤0.01%	715