Schubert & Co’s Middlesex Water MSEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3
| Closed | -$235 | – | 953 |
|
|
2023
Q1 | $235 | Sell |
3
-1
| -25% | -$78 | ﹤0.01% | 1530 |
|
|
2022
Q4 | $315 | Hold |
4
| – | – | ﹤0.01% | 1471 |
|
|
2022
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1498 |
|
|
2022
Q2 | $0 | Buy |
4
+3
| +300% | – | ﹤0.01% | 1539 |
|
|
2022
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1235 |
|