Total Clarity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-750
| Closed | -$66K | – | 694 |
|
|
2022
Q2 | $66K | Buy |
+750
| New | +$66K | 0.03% | 374 |
|
|
2022
Q1 | – | Sell |
-750
| Closed | -$90K | – | 641 |
|
|
2021
Q4 | $90K | Hold |
750
| – | – | 0.04% | 330 |
|
|
2021
Q3 | $77K | Buy |
+750
| New | +$77K | 0.04% | 340 |
|
|
2021
Q2 | – | Sell |
-750
| Closed | -$59K | – | 528 |
|
|
2021
Q1 | $59K | Buy |
+750
| New | +$59K | 0.03% | 316 |
|
|
2020
Q1 | – | Sell |
-750
| Closed | -$48K | – | 421 |
|
|
2019
Q4 | $48K | Buy |
+750
| New | +$48K | 0.04% | 269 |
|