Jackson Creek Investment Advisors’s Middlesex Water MSEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-23,666
| Closed | -$1.25M | – | 341 |
|
|
2024
Q4 | $1.25M | Buy |
+23,666
| New | +$1.25M | 0.38% | 146 |
|
|
2022
Q3 | – | Sell |
-11,199
| Closed | -$1.07M | – | 330 |
|
|
2022
Q2 | $1.07M | Buy |
+11,199
| New | +$1.07M | 0.43% | 60 |
|
|
2021
Q2 | – | Sell |
-12,023
| Closed | -$950K | – | 336 |
|
|
2021
Q1 | $950K | Sell |
12,023
-357
| -3% | -$28.2K | 0.33% | 166 |
|
|
2020
Q4 | $897K | Sell |
12,380
-22
| -0.2% | -$1.59K | 0.35% | 156 |
|
|
2020
Q3 | $771K | Buy |
+12,402
| New | +$771K | 0.35% | 137 |
|