Global Retirement Partners’s Middlesex Water MSEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.9K | Buy |
+1,272
| New | +$68.9K | ﹤0.01% | 1604 |
|
|
2024
Q4 | $67K | Sell |
1,272
-234
| -16% | -$12.3K | ﹤0.01% | 1473 |
|
|
2024
Q3 | $98.3K | Sell |
1,506
-1
| -0.1% | -$65 | ﹤0.01% | 1246 |
|
|
2024
Q2 | $78.8K | Buy |
1,507
+101
| +7% | +$5.28K | ﹤0.01% | 1315 |
|
|
2024
Q1 | $73.8K | Hold |
1,406
| – | – | ﹤0.01% | 1220 |
|
|
2023
Q4 | $84.8K | Sell |
1,406
-94
| -6% | -$5.67K | ﹤0.01% | 1129 |
|
|
2023
Q3 | $97K | Buy |
1,500
+66
| +5% | +$4.27K | ﹤0.01% | 950 |
|
|
2023
Q2 | $116K | Hold |
1,434
| – | – | 0.01% | 882 |
|
|
2023
Q1 | $103K | Buy |
1,434
+1,418
| +8,863% | +$102K | 0.01% | 905 |
|
|
2022
Q4 | $1.26K | Hold |
16
| – | – | ﹤0.01% | 2515 |
|
|
2022
Q3 | $1K | Buy |
16
+9
| +129% | +$563 | ﹤0.01% | 2512 |
|
|
2022
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 2480 |
|