Steward Partners Investment Advisory’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 | $52.6K | Hold |
971
| – | – | ﹤0.01% | 2449 |
|
|
2025
Q1 | $62.2K | Sell |
971
-5,023
| -84% | -$322K | ﹤0.01% | 2265 |
|
|
2024
Q4 | $315K | Hold |
5,994
| – | – | ﹤0.01% | 1380 |
|
|
2024
Q3 | $391K | Hold |
5,994
| – | – | ﹤0.01% | 1214 |
|
|
2024
Q2 | $313K | Hold |
5,994
| – | – | ﹤0.01% | 1259 |
|
|
2024
Q1 | $315K | Hold |
5,994
| – | – | ﹤0.01% | 1237 |
|
|
2023
Q4 | $393K | Hold |
5,994
| – | – | 0.01% | 1105 |
|
|
2023
Q3 | $397K | Hold |
5,994
| – | – | 0.01% | 1009 |
|
|
2023
Q2 | $483K | Hold |
5,994
| – | – | 0.01% | 944 |
|
|
2023
Q1 | $468K | Hold |
5,994
| – | – | 0.01% | 953 |
|
|
2022
Q4 | $472K | Hold |
5,994
| – | – | 0.01% | 925 |
|
|
2022
Q3 | $463K | Hold |
5,994
| – | – | 0.01% | 880 |
|
|
2022
Q2 | $526K | Hold |
5,994
| – | – | 0.01% | 834 |
|
|
2022
Q1 | $630K | Hold |
5,994
| – | – | 0.01% | 841 |
|
|
2021
Q4 | $721K | Hold |
5,994
| – | – | 0.01% | 814 |
|
|
2021
Q3 | $616K | Buy |
5,994
+100
| +2% | +$10.3K | 0.01% | 844 |
|
|
2021
Q2 | $482K | Hold |
5,894
| – | – | 0.01% | 945 |
|
|
2021
Q1 | $466K | Hold |
5,894
| – | – | 0.01% | 919 |
|
|
2020
Q4 | $427K | Hold |
5,894
| – | – | 0.01% | 803 |
|
|
2020
Q3 | $366K | Hold |
5,894
| – | – | 0.01% | 752 |
|
|
2020
Q2 | $396K | Hold |
5,894
| – | – | 0.01% | 693 |
|
|
2020
Q1 | $354K | Hold |
5,894
| – | – | 0.01% | 646 |
|
|
2019
Q4 | $374K | Hold |
5,894
| – | – | 0.01% | 705 |
|
|
2019
Q3 | $382K | Hold |
5,894
| – | – | 0.01% | 660 |
|
|
2019
Q2 | $349K | Buy |
+5,894
| New | +$349K | 0.01% | 654 |
|