Sutton Wealth Advisors’s Middlesex Water MSEX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-373
| Closed | -$29.3K | – | 1271 |
|
2022
Q4 | $29.3K | Hold |
373
| – | – | 0.01% | 558 |
|
2022
Q3 | $28.8K | Hold |
373
| – | – | 0.01% | 539 |
|
2022
Q2 | $32.7K | Buy |
373
+294
| +372% | +$25.8K | 0.01% | 510 |
|
2022
Q1 | $8.31K | Sell |
79
-74
| -48% | -$7.78K | ﹤0.01% | 990 |
|
2021
Q4 | $18.4K | Buy |
153
+5
| +3% | +$602 | 0.01% | 734 |
|
2021
Q3 | $15.2K | Buy |
+148
| New | +$15.2K | 0.01% | 779 |
|