IFP Advisors’s Middlesex Water MSEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $520 | Sell |
10
-33
| -77% | -$1.74K | ﹤0.01% | 4407 |
|
|
2025
Q4 | $2.17K | Sell |
43
-17
| -28% | -$914 | ﹤0.01% | 3806 |
|
|
2025
Q3 | $3.25K | Buy |
60
+49
| +445% | +$2.62K | ﹤0.01% | 3477 |
|
|
2025
Q2 | $595 | Sell |
11
-483
| -98% | -$28.6K | ﹤0.01% | 4385 |
|
|
2025
Q1 | $32.4K | Hold |
494
| – | – | ﹤0.01% | 2080 |
|
|
2024
Q4 | $26.6K | Sell |
494
-6
| -1% | -$377 | ﹤0.01% | 2115 |
|
|
2024
Q3 | $32.6K | Hold |
500
| – | – | ﹤0.01% | 1919 |
|
|
2024
Q2 | $26.1K | Buy |
+500
| New | +$26K | ﹤0.01% | 1960 |
|
|
2023
Q1 | – | Sell |
-400
| Closed | -$17K | – | 4044 |
|
|
2022
Q4 | $17K | Hold |
400
| – | – | ﹤0.01% | 3030 |
|
|
2022
Q3 | $17K | Hold |
400
| – | – | ﹤0.01% | 3239 |
|
|
2022
Q2 | $17K | Hold |
400
| – | – | ﹤0.01% | 2994 |
|
|
2022
Q1 | $17K | Buy |
+400
| New | +$40.8K | ﹤0.01% | 2994 |
|
|
2019
Q4 | – | Sell |
-400
| Closed | -$25.3K | – | 3017 |
|
|
2019
Q3 | $27K | Buy |
+400
| New | +$24.3K | ﹤0.01% | 1635 |
|
|
2019
Q1 | $23K | Hold |
400
| – | – | ﹤0.01% | 1289 |
|
|
2018
Q4 | $21K | Hold |
400
| – | – | ﹤0.01% | 2107 |
|
|
2018
Q3 | $19K | Buy |
400
+300
| +300% | +$13.7K | ﹤0.01% | 2479 |
|
|
2018
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 3377 |
|
|
2018
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 3272 |
|
|
2017
Q4 | $4K | Sell |
100
-200
| -67% | -$8.62K | ﹤0.01% | 3321 |
|
|
2017
Q3 | $12K | Hold |
300
| – | – | ﹤0.01% | 2928 |
|
|
2017
Q2 | $12K | Buy |
300
+155
| +107% | +$5.79K | ﹤0.01% | 2907 |
|
|
2017
Q1 | $5K | Buy |
+145
| New | +$5.42K | ﹤0.01% | 3306 |
|
|
2016
Q4 | – | Sell |
-300
| Closed | -$11K | – | 4075 |
|
|
2016
Q3 | $11K | Hold |
300
| – | – | ﹤0.01% | 2772 |
|
|
2016
Q2 | $13K | Sell |
300
-100
| -25% | -$3.7K | ﹤0.01% | 2621 |
|
|
2016
Q1 | $23K | Buy |
400
+100
| +33% | +$2.83K | ﹤0.01% | 1286 |
|
|
2015
Q4 | $8K | Buy |
+300
| New | +$7.65K | ﹤0.01% | 2697 |
|
Other funds holding MSEX
VCM
VPM
