EverSource Wealth Advisors’s Middlesex Water MSEX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.09K Sell
57
-17
-23% -$921 ﹤0.01% 3333
2025
Q1
$4.74K Buy
74
+22
+42% +$1.41K ﹤0.01% 2525
2024
Q4
$2.74K Buy
52
+11
+27% +$579 ﹤0.01% 2593
2024
Q3
$2.68K Hold
41
﹤0.01% 2442
2024
Q2
$2.73K Sell
41
-101
-71% -$6.72K ﹤0.01% 2448
2024
Q1
$7.2K Buy
+142
New +$7.2K ﹤0.01% 1856