Perigon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,000
| Closed | -$73K | – | 477 |
|
|
2018
Q1 | $73K | Hold |
2,000
| – | – | 0.03% | 267 |
|
|
2017
Q4 | $80K | Hold |
2,000
| – | – | 0.03% | 235 |
|
|
2017
Q3 | $79K | Hold |
2,000
| – | – | 0.03% | 286 |
|
|
2017
Q2 | $79K | Hold |
2,000
| – | – | 0.02% | 326 |
|
|
2017
Q1 | $74K | Hold |
2,000
| – | – | 0.02% | 339 |
|
|
2016
Q4 | $76K | Hold |
2,000
| – | – | 0.02% | 316 |
|
|
2016
Q3 | $70K | Hold |
2,000
| – | – | 0.02% | 275 |
|
|
2016
Q2 | $87K | Hold |
2,000
| – | – | 0.02% | 241 |
|
|
2016
Q1 | $62K | Buy |
+2,000
| New | +$62K | 0.02% | 189 |
|