Spire Wealth Management’s Middlesex Water MSEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.1K | Sell |
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|
2025
Q2 | $17K | Buy |
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|
2025
Q1 | $20.1K | Sell |
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|
2024
Q4 | $21.3K | Sell |
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|
2024
Q3 | $65.6K | Buy |
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|
2024
Q2 | $52.3K | Buy |
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|
2024
Q1 | $52.2K | Buy |
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|
2023
Q4 | $56.8K | Sell |
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|
2023
Q3 | $155K | Sell |
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|
2023
Q2 | $359K | Sell |
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|
2023
Q1 | $352K | Sell |
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|
2022
Q4 | $433K | Sell |
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|
2022
Q3 | $437K | Sell |
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|
2022
Q2 | $548K | Sell |
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|
2022
Q1 | $668K | Sell |
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|
2021
Q4 | $774K | Buy |
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|
2021
Q3 | $651K | Buy |
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|
2021
Q2 | $455K | Buy |
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|
2021
Q1 | $168K | Buy |
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