Concord Wealth Partners’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 | $49.7K | Buy |
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|
2025
Q1 | $58.7K | Buy |
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|
2024
Q4 | $48K | Buy |
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|
2024
Q3 | $59.5K | Buy |
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|
2024
Q2 | $47.5K | Buy |
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|
2024
Q1 | $47.7K | Buy |
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|
2023
Q4 | $59.4K | Buy |
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|
2023
Q3 | $59.9K | Buy |
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|
2023
Q2 | $72.8K | Buy |
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|
2023
Q1 | $70.5K | Buy |
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|
2022
Q4 | $70.9K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $79K | Sell |
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|
2022
Q1 | $116K | Buy |
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|
2021
Q4 | $132K | Buy |
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|
2021
Q3 | $62K | Hold |
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|
2021
Q2 | $49K | Hold |
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|
2021
Q1 | $47K | Hold |
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|
2020
Q4 | $43K | Buy |
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