PFS Partners’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 | $16.3K | Sell |
300
-149
| -33% | -$8.07K | 0.01% | 261 |
|
2025
Q1 | $28.8K | Hold |
449
| – | – | 0.02% | 187 |
|
2024
Q4 | $23.6K | Hold |
449
| – | – | 0.01% | 203 |
|
2024
Q3 | $29.3K | Hold |
449
| – | – | 0.02% | 179 |
|
2024
Q2 | $23.5K | Hold |
449
| – | – | 0.01% | 181 |
|
2024
Q1 | $23.6K | Hold |
449
| – | – | 0.02% | 184 |
|
2023
Q4 | $29.5K | Hold |
449
| – | – | 0.02% | 162 |
|
2023
Q3 | $29.7K | Hold |
449
| – | – | 0.03% | 145 |
|
2023
Q2 | $36.2K | Hold |
449
| – | – | 0.03% | 130 |
|
2023
Q1 | $35.1K | Hold |
449
| – | – | 0.03% | 113 |
|
2022
Q4 | $35.3K | Hold |
449
| – | – | 0.04% | 104 |
|
2022
Q3 | $34.7K | Hold |
449
| – | – | 0.04% | 98 |
|
2022
Q2 | $39.4K | Hold |
449
| – | – | 0.04% | 95 |
|
2022
Q1 | $47.2K | Hold |
449
| – | – | 0.04% | 96 |
|
2021
Q4 | $54K | Buy |
+449
| New | +$54K | 0.04% | 96 |
|