Pathway Financial Advisers’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 |
-995
| Closed | -$52.3K | – | 319 |
|
|
2024
Q4 | $52.3K | Buy |
995
+1
| +0.1% | +$53 | 0.02% | 233 |
|
|
2024
Q3 | $64.9K | Sell |
994
-1
| -0.1% | -$65 | 0.03% | 174 |
|
|
2024
Q2 | $52K | Buy |
995
+1
| +0.1% | +$52 | 0.02% | 225 |
|
|
2024
Q1 | $52.2K | Hold |
994
| – | – | 0.02% | 226 |
|
|
2023
Q4 | $65.2K | Hold |
994
| – | – | 0.02% | 208 |
|
|
2023
Q3 | $65.9K | Buy |
+994
| New | +$65.9K | 0.03% | 211 |
|
|
2023
Q1 | $77.7K | Hold |
994
| – | – | 0.03% | 202 |
|
|
2022
Q4 | $78.2K | Buy |
+994
| New | +$78.2K | 0.03% | 211 |
|