D.J. St. Germain’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 | $72.2K | Buy |
+1,332
| New | +$72.2K | ﹤0.01% | 420 |
|
|
2025
Q1 | – | Sell |
-1,332
| Closed | -$70.1K | – | 872 |
|
|
2024
Q4 | $70.1K | Hold |
1,332
| – | – | ﹤0.01% | 382 |
|
|
2024
Q3 | $86.9K | Hold |
1,332
| – | – | ﹤0.01% | 341 |
|
|
2024
Q2 | $69.6K | Hold |
1,332
| – | – | ﹤0.01% | 352 |
|
|
2024
Q1 | $69.9K | Hold |
1,332
| – | – | ﹤0.01% | 359 |
|
|
2023
Q4 | $87.4K | Hold |
1,332
| – | – | ﹤0.01% | 338 |
|
|
2023
Q3 | $88.2K | Hold |
1,332
| – | – | 0.01% | 310 |
|
|
2023
Q2 | $107K | Buy |
+1,332
| New | +$107K | 0.01% | 299 |
|