Carson Wealth (CWM LLC)’s Middlesex Water MSEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94K | Buy |
1,742
+418
| +32% | +$22.6K | ﹤0.01% | 2782 |
|
|
2025
Q1 | $85K | Sell |
1,324
-23
| -2% | -$1.48K | ﹤0.01% | 2559 |
|
|
2024
Q4 | $71K | Sell |
1,347
-34
| -2% | -$1.79K | ﹤0.01% | 2521 |
|
|
2024
Q3 | $90K | Buy |
1,381
+75
| +6% | +$4.89K | ﹤0.01% | 2266 |
|
|
2024
Q2 | $68K | Buy |
1,306
+515
| +65% | +$26.8K | ﹤0.01% | 2244 |
|
|
2024
Q1 | $42K | Buy |
791
+409
| +107% | +$21.7K | ﹤0.01% | 2414 |
|
|
2023
Q4 | $25K | Buy |
382
+176
| +85% | +$11.5K | ﹤0.01% | 2623 |
|
|
2023
Q3 | $14K | Sell |
206
-126
| -38% | -$8.56K | ﹤0.01% | 2929 |
|
|
2023
Q2 | $27K | Buy |
332
+123
| +59% | +$10K | ﹤0.01% | 2432 |
|
|
2023
Q1 | $16K | Sell |
209
-70
| -25% | -$5.36K | ﹤0.01% | 2655 |
|
|
2022
Q4 | $22K | Buy |
279
+113
| +68% | +$8.91K | ﹤0.01% | 2299 |
|
|
2022
Q3 | $13K | Buy |
166
+9
| +6% | +$705 | ﹤0.01% | 2517 |
|
|
2022
Q2 | $14K | Sell |
157
-13
| -8% | -$1.16K | ﹤0.01% | 2374 |
|
|
2022
Q1 | $18K | Sell |
170
-2
| -1% | -$212 | ﹤0.01% | 2139 |
|
|
2021
Q4 | $21K | Buy |
+172
| New | +$21K | ﹤0.01% | 1969 |
|