Affinity Wealth Management LLC
- SEC CIK
- 0000810672
- Latest filing
- Jul 22, 2026
MSEX holding history
Middlesex Water Co in every 13F filed by Affinity Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
MSEX overviewAll 13F holders of MSEXFull Q2 2026 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −5,000−100.0% | Sold out | Holders |
| Q3 2024 | 5,000 | $326.2K | 0.1% | −2,000−28.6% | Reduced | Holders |
| Q2 2024 | 7,000 | $365.8K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 7,000 | $367.5K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 7,000 | $459.3K | 0.1% | −1,000−12.5% | Reduced | Holders |
| Q3 2023 | 8,000 | $530.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 8,000 | $645.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 8,000 | $625.0K | 0.1% | +8,000 | New | Holders |