Disciplined Investments’s Middlesex Water MSEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1
| Closed | -$81 | – | 1010 |
|
|
2023
Q2 | $81 | Sell |
1
-1
| -50% | -$81 | ﹤0.01% | 1618 |
|
|
2023
Q1 | $156 | Hold |
2
| – | – | ﹤0.01% | 1530 |
|
|
2022
Q4 | $157 | Buy |
2
+1
| +100% | +$79 | ﹤0.01% | 1470 |
|
|
2022
Q3 | $0 | Sell |
1
-1
| -50% | – | ﹤0.01% | 1464 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1492 |
|
|
2022
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1515 |
|