Geneos Wealth Management’s Middlesex Water MSEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-37
| Closed | -$1K | – | 2133 |
|
|
2017
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 2013 |
|
|
2017
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 2001 |
|
|
2016
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 1971 |
|
|
2016
Q3 | $1K | Buy |
37
+1
| +3% | +$27 | ﹤0.01% | 1898 |
|
|
2016
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 1753 |
|
|
2016
Q1 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 1734 |
|