Abound Wealth Management’s Middlesex Water MSEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$109 Hold
2025
Q2
$109 Sell
2025
Q1
$193 Sell
2024
Q4
$211 Hold
2024
Q3
$261 Sell
2024
Q2
$262 Hold
2024
Q1
$263 Hold
2023
Q4
$329 Hold
2023
Q3
$332 Hold
2023
Q2
$404 Buy