Global Retirement 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
Q3
$68.9K Hold
2025
Q2
$68.9K Buy
2024
Q4
$67K Sell
2024
Q3
$98.3K Sell
2024
Q2
$78.8K Buy
2024
Q1
$73.8K Hold
2023
Q4
$84.8K Sell
2023
Q3
$97K Buy
2023
Q2
$116K Hold
2023
Q1
$103K Buy
2022
Q4
$1.26K Hold
2022
Q3
$1K Buy
2022
Q2
$1K Buy