Envestnet Asset Management’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 |
-4,394
| Closed | -$354K | – | 4112 |
|
|
2023
Q2 | $354K | Buy |
+4,394
| New | +$354K | ﹤0.01% | 3399 |
|
|
2018
Q3 | – | Sell |
-137
| Closed | -$6K | – | 2090 |
|
|
2018
Q2 | $6K | Buy |
137
+136
| +13,600% | +$5.96K | ﹤0.01% | 2625 |
|
|
2018
Q1 | $0 | Sell |
1
-1,365
| -100% | – | ﹤0.01% | 2914 |
|
|
2017
Q4 | $55K | Buy |
+1,366
| New | +$55K | ﹤0.01% | 2295 |
|