Farther Finance Advisors’s Middlesex Water MSEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $759 | Sell |
14
-76
| -84% | -$4.12K | ﹤0.01% | 3952 |
|
|
2025
Q1 | $5.78K | Buy |
90
+77
| +592% | +$4.95K | ﹤0.01% | 2986 |
|
|
2024
Q4 | $684 | Sell |
13
-5
| -28% | -$263 | ﹤0.01% | 3368 |
|
|
2024
Q3 | $1.17K | Buy |
18
+5
| +38% | +$326 | ﹤0.01% | 3185 |
|
|
2024
Q2 | $687 | Buy |
+13
| New | +$687 | ﹤0.01% | 3193 |
|
|
2023
Q4 | – | Sell |
-39
| Closed | -$2.58K | – | 3585 |
|
|
2023
Q3 | $2.58K | Hold |
39
| – | – | ﹤0.01% | 1759 |
|
|
2023
Q2 | $3.15K | Hold |
39
| – | – | ﹤0.01% | 1598 |
|
|
2023
Q1 | $3.05K | Hold |
39
| – | – | ﹤0.01% | 1490 |
|
|
2022
Q4 | $3.07K | Buy |
+39
| New | +$3.07K | ﹤0.01% | 1305 |
|