Creative Financial Designs’s Middlesex Water MSEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Buy |
2,745
+4
| +0.1% | +$217 | 0.01% | 568 |
|
|
2025
Q1 | $176K | Sell |
2,741
-602
| -18% | -$38.6K | 0.01% | 479 |
|
|
2024
Q4 | $176K | Sell |
3,343
-893
| -21% | -$47K | 0.01% | 469 |
|
|
2024
Q3 | $276K | Buy |
4,236
+201
| +5% | +$13.1K | 0.02% | 385 |
|
|
2024
Q2 | $211K | Buy |
4,035
+677
| +20% | +$35.4K | 0.02% | 417 |
|
|
2024
Q1 | $176K | Buy |
3,358
+1,435
| +75% | +$75.3K | 0.02% | 448 |
|
|
2023
Q4 | $126K | Buy |
1,923
+1,028
| +115% | +$67.5K | 0.01% | 491 |
|
|
2023
Q3 | $59.3K | Buy |
895
+365
| +69% | +$24.2K | 0.01% | 589 |
|
|
2023
Q2 | $42.8K | Buy |
530
+157
| +42% | +$12.7K | 0.01% | 667 |
|
|
2023
Q1 | $29.1K | Buy |
+373
| New | +$29.1K | ﹤0.01% | 715 |
|