GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Middlesex Water MSEX Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio MSEX Stock Details MSEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1
Closed -$1K – 779
2021
Q3 		$1K Buy
+1
New +$103 ﹤0.01% 1035

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Invesco
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Gerber Kawasaki Wealth & Investment Management's MSEX Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Middlesex Water (MSEX) in Q4 2021, closing a stake of 1 share — an estimated $1K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in MSEX in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 204 funds tracked by Wall St. Rank hold MSEX as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Middlesex Water position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1 Middlesex Water share in Q4 2021, an estimated $1K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Middlesex Water in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Middlesex Water position peaked at $1K in Q3 2021.
  • 204 funds tracked by Wall St. Rank held Middlesex Water as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.