CAG
Crestwood Advisors Group’s Middlesex Water MSEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,250
| Closed | -$208K | – | 536 |
|
|
2025
Q1 | $208K | Buy |
+3,250
| New | +$208K | ﹤0.01% | 478 |
|
|
2024
Q4 | – | Sell |
-3,219
| Closed | -$210K | – | 470 |
|
|
2024
Q3 | $210K | Buy |
+3,219
| New | +$210K | ﹤0.01% | 423 |
|
|
2024
Q1 | – | Sell |
-3,232
| Closed | -$212K | – | 426 |
|
|
2023
Q4 | $212K | Buy |
3,232
+32
| +1% | +$2.1K | ﹤0.01% | 379 |
|
|
2023
Q3 | $212K | Buy |
+3,200
| New | +$212K | 0.01% | 341 |
|