Farther Finance Advisors’s Middlesex Water MSEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22.8K	Buy	432 +191	+79%	+$10.1K	﹤0.01%	3567
2025 Q4	$12.2K	Sell	241 -61	-20%	-$3.28K	﹤0.01%	3786
2025 Q3	$16.3K	Buy	302 +288	+2,057%	+$15.4K	﹤0.01%	3165
2025 Q2	$759	Sell	14 -76	-84%	-$4.5K	﹤0.01%	3959
2025 Q1	$5.78K	Buy	90 +77	+592%	+$4.18K	﹤0.01%	2987
2024 Q4	$684	Sell	13 -5	-28%	-$314	﹤0.01%	3369
2024 Q3	$1.17K	Buy	18 +5	+38%	+$310	﹤0.01%	3189
2024 Q2	$687	Buy	+13	New	+$675	﹤0.01%	3194
2023 Q4	–	Sell	-39	Closed	-$2.58K	–	3595
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	+$3.38K	﹤0.01%	1305