Northwestern Mutual Wealth Management’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 | $23.8K | Buy |
440
+135
| +44% | +$7.31K | ﹤0.01% | 2513 |
|
|
2025
Q1 | $19.6K | Buy |
305
+2
| +0.7% | +$128 | ﹤0.01% | 2526 |
|
|
2024
Q4 | $16K | Buy |
303
+1
| +0.3% | +$53 | ﹤0.01% | 2590 |
|
|
2024
Q3 | $19.7K | Buy |
302
+2
| +0.7% | +$130 | ﹤0.01% | 2475 |
|
|
2024
Q2 | $15.7K | Buy |
+300
| New | +$15.7K | ﹤0.01% | 2487 |
|
|
2023
Q2 | – | Sell |
-185
| Closed | -$14.5K | – | 3510 |
|
|
2023
Q1 | $14.5K | Buy |
+185
| New | +$14.5K | ﹤0.01% | 2371 |
|
|
2022
Q3 | – | Sell |
-264
| Closed | -$23K | – | 3288 |
|
|
2022
Q2 | $23K | Buy |
264
+261
| +8,700% | +$22.7K | ﹤0.01% | 2195 |
|
|
2022
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 3293 |
|
|
2021
Q1 | – | Sell |
-16
| Closed | -$1K | – | 2905 |
|
|
2020
Q4 | $1K | Sell |
16
-484
| -97% | -$30.3K | ﹤0.01% | 2621 |
|
|
2020
Q3 | $31K | Buy |
+500
| New | +$31K | ﹤0.01% | 1657 |
|
|
2019
Q1 | – | Sell |
-10
| Closed | -$1K | – | 2641 |
|
|
2018
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 2293 |
|
|
2015
Q4 | – | Sell |
-120
| Closed | -$3K | – | 1745 |
|
|
2015
Q3 | $3K | Buy |
+120
| New | +$3K | ﹤0.01% | 1373 |
|
|
2014
Q3 | – | Sell |
-1,450
| Closed | -$31K | – | 1419 |
|
|
2014
Q2 | $31K | Buy |
+1,450
| New | +$31K | ﹤0.01% | 680 |
|