Inspire Investing’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 | $392K | Buy |
7,239
+1,876
| +35% | +$102K | 0.04% | 419 |
|
|
2025
Q1 | $344K | Sell |
5,363
-2,270
| -30% | -$146K | 0.04% | 547 |
|
|
2024
Q4 | $402K | Buy |
7,633
+1,315
| +21% | +$69.2K | 0.05% | 471 |
|
|
2024
Q3 | $412K | Sell |
6,318
-306
| -5% | -$20K | 0.04% | 578 |
|
|
2024
Q2 | $346K | Sell |
6,624
-176
| -3% | -$9.2K | 0.04% | 726 |
|
|
2024
Q1 | $357K | Buy |
6,800
+968
| +17% | +$50.8K | 0.04% | 700 |
|
|
2023
Q4 | $383K | Buy |
5,832
+1,189
| +26% | +$78K | 0.04% | 669 |
|
|
2023
Q3 | $308K | Buy |
+4,643
| New | +$308K | 0.04% | 508 |
|