Clean Yield Group’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
Q2 | $245K | Hold |
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|
2025
Q1 | $290K | Sell |
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|
2024
Q4 | $364K | Hold |
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|
2024
Q3 | $452K | Hold |
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|
2024
Q2 | $362K | Sell |
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|
2024
Q1 | $371K | Sell |
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|
2023
Q4 | $474K | Sell |
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|
2023
Q3 | $524K | Sell |
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|
2023
Q2 | $650K | Sell |
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|
2023
Q1 | $638K | Sell |
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|
2022
Q4 | $662K | Sell |
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|
2022
Q3 | $687K | Sell |
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|
2022
Q2 | $855K | Hold |
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|
2022
Q1 | $1.02M | Sell |
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|
2021
Q4 | $1.21M | Hold |
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|
2021
Q3 | $1.03M | Buy |
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|
2021
Q2 | $808K | Sell |
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|
2021
Q1 | $820K | Sell |
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|
2020
Q4 | $774K | Sell |
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|
2020
Q3 | $686K | Sell |
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|
2020
Q2 | $748K | Sell |
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|
2020
Q1 | $804K | Hold |
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|
2019
Q4 | $851K | Hold |
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|
2019
Q3 | $869K | Hold |
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|
2019
Q2 | $793K | Sell |
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|
2019
Q1 | $805K | Sell |
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|
2018
Q4 | $785K | Hold |
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|
2018
Q3 | $713K | Sell |
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|
2018
Q2 | $662K | Sell |
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|
2018
Q1 | $577K | Sell |
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|
2017
Q4 | $840K | Hold |
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|
2017
Q3 | $827K | Sell |
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|
2017
Q2 | $860K | Sell |
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|
2017
Q1 | $888K | Sell |
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|
2016
Q4 | $1.2M | Sell |
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|
2016
Q3 | $1.1M | Sell |
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|
2016
Q2 | $1.47M | Sell |
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|
2016
Q1 | $1.8M | Sell |
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|
2015
Q4 | $1.4M | Buy |
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|
2015
Q3 | $1.09M | Buy |
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