Spire 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 | $17K | Buy |
315
+2
| +0.6% | +$108 | ﹤0.01% | 1566 |
|
|
2025
Q1 | $20.1K | Sell |
313
-91
| -23% | -$5.83K | ﹤0.01% | 1610 |
|
|
2024
Q4 | $21.3K | Sell |
404
-602
| -60% | -$31.7K | ﹤0.01% | 1603 |
|
|
2024
Q3 | $65.6K | Buy |
1,006
+5
| +0.5% | +$326 | ﹤0.01% | 1051 |
|
|
2024
Q2 | $52.3K | Buy |
1,001
+6
| +0.6% | +$314 | ﹤0.01% | 1105 |
|
|
2024
Q1 | $52.2K | Buy |
995
+6
| +0.6% | +$315 | ﹤0.01% | 1200 |
|
|
2023
Q4 | $56.8K | Sell |
989
-1,346
| -58% | -$77.3K | ﹤0.01% | 1165 |
|
|
2023
Q3 | $155K | Sell |
2,335
-2,118
| -48% | -$140K | 0.01% | 794 |
|
|
2023
Q2 | $359K | Sell |
4,453
-49
| -1% | -$3.95K | 0.01% | 572 |
|
|
2023
Q1 | $352K | Sell |
4,502
-1,006
| -18% | -$78.6K | 0.01% | 580 |
|
|
2022
Q4 | $433K | Sell |
5,508
-158
| -3% | -$12.4K | 0.02% | 384 |
|
|
2022
Q3 | $437K | Sell |
5,666
-584
| -9% | -$45K | 0.03% | 354 |
|
|
2022
Q2 | $548K | Sell |
6,250
-105
| -2% | -$9.21K | 0.02% | 447 |
|
|
2022
Q1 | $668K | Sell |
6,355
-78
| -1% | -$8.2K | 0.02% | 492 |
|
|
2021
Q4 | $774K | Buy |
6,433
+97
| +2% | +$11.7K | 0.02% | 556 |
|
|
2021
Q3 | $651K | Buy |
6,336
+770
| +14% | +$79.1K | 0.02% | 524 |
|
|
2021
Q2 | $455K | Buy |
5,566
+3,438
| +162% | +$281K | 0.01% | 636 |
|
|
2021
Q1 | $168K | Buy |
+2,128
| New | +$168K | ﹤0.01% | 1142 |
|