Carson Wealth (CWM LLC)’s Middlesex Water MSEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $130K | Buy |
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|
2025
Q4 | $112K | Sell |
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|
2025
Q3 | $211K | Buy |
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|
2025
Q2 | $94K | Buy |
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|
2025
Q1 | $85K | Sell |
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|
2024
Q4 | $71K | Sell |
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|
2024
Q3 | $90K | Buy |
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|
2024
Q2 | $68K | Buy |
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|
2024
Q1 | $42K | Buy |
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|
2023
Q4 | $25K | Buy |
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|
2023
Q3 | $14K | Sell |
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|
2023
Q2 | $27K | Buy |
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|
2023
Q1 | $16K | Sell |
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|
2022
Q4 | $22K | Buy |
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|
2022
Q3 | $13K | Buy |
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|
2022
Q2 | $14K | Sell |
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|
2022
Q1 | $18K | Sell |
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|
2021
Q4 | $21K | Buy |
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