A detailed history of Spire Wealth Management transactions in Middlesex Water CO stock. As of the latest transaction made, Spire Wealth Management holds 995 shares of MSEX stock, worth $51,998. This represents 0.0% of its overall portfolio holdings.

Number of Shares
995
Previous 989 0.61%
Holding current value
$51,998
Previous $64,000 18.75%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024

BUY
$50.33 - $64.71 $301 - $388
6 Added 0.61%
995 $52,000
Q4 2023

Feb 06, 2024

SELL
$61.68 - $71.57 $83,021 - $96,333
-1,346 Reduced 57.64%
989 $64,000
Q3 2023

Nov 08, 2023

SELL
$65.91 - $83.86 $139,597 - $177,615
-2,118 Reduced 47.56%
2,335 $154,000
Q2 2023

Aug 09, 2023

SELL
$69.37 - $83.78 $3,399 - $4,105
-49 Reduced 1.09%
4,453 $359,000
Q1 2023

May 09, 2023

SELL
$72.99 - $90.09 $73,427 - $90,630
-1,006 Reduced 18.26%
4,502 $351,000
Q4 2022

Feb 03, 2023

SELL
$75.08 - $94.75 $11,862 - $14,970
-158 Reduced 2.79%
5,508 $433,000
Q3 2022

Nov 07, 2022

SELL
$77.2 - $95.67 $45,084 - $55,871
-584 Reduced 9.34%
5,666 $437,000
Q2 2022

Jul 22, 2022

SELL
$77.87 - $109.05 $8,176 - $11,450
-105 Reduced 1.65%
6,250 $548,000
Q1 2022

Apr 18, 2022

SELL
$95.67 - $119.13 $7,462 - $9,292
-78 Reduced 1.21%
6,355 $668,000
Q4 2021

Jan 14, 2022

BUY
$100.08 - $120.3 $9,707 - $11,669
97 Added 1.53%
6,433 $774,000
Q3 2021

Oct 22, 2021

BUY
$82.52 - $115.29 $63,540 - $88,773
770 Added 13.83%
6,336 $651,000
Q2 2021

Jul 26, 2021

BUY
$77.58 - $88.0 $266,720 - $302,544
3,438 Added 161.56%
5,566 $455,000
Q1 2021

May 21, 2021

BUY
$67.52 - $85.2 $143,682 - $181,305
2,128 New
2,128 $168,000

Others Institutions Holding MSEX

About MIDDLESEX WATER CO


  • Ticker MSEX
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Water
  • Shares Outstandng 17,638,600
  • Market Cap $922M
  • Description
  • Middlesex Water Company owns and operates regulated water utility and wastewater systems. It operates in two segments, Regulated and Non-Regulated. The Regulated segment collects, treats, and distributes water on a retail and wholesale basis to residential, commercial, industrial, and fire protection customers, as well as provides regulated wast...
More about MSEX
Track This Portfolio

Track Spire Wealth Management Portfolio

Follow Spire Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.