Evoke Wealth’s Middlesex Water MSEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-700
| Closed | -$54K | – | 844 |
|
|
2022
Q3 | $54K | Hold |
700
| – | – | ﹤0.01% | 507 |
|
|
2022
Q2 | $61K | Hold |
700
| – | – | ﹤0.01% | 485 |
|
|
2022
Q1 | $74K | Hold |
700
| – | – | ﹤0.01% | 471 |
|
|
2021
Q4 | $84K | Hold |
700
| – | – | ﹤0.01% | 473 |
|
|
2021
Q3 | $71K | Buy |
+700
| New | +$71K | ﹤0.01% | 469 |
|