Kestra Advisory Services’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
Q2 | $280K | Buy |
|
|||||
|
2025
Q1 | $330K | Sell |
|
|||||
|
2024
Q4 | $296K | Sell |
|
|||||
|
2024
Q3 | $375K | Sell |
|
|||||
|
2024
Q2 | $294K | Buy |
|
|||||
|
2024
Q1 | $287K | Sell |
|
|||||
|
2023
Q4 | $373K | Sell |
|
|||||
|
2023
Q3 | $393K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $449K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $301K | Sell |
|
|||||
|
2021
Q1 | $380K | Sell |
|
|||||
|
2020
Q4 | $1.6M | Buy |
|
|||||
|
2020
Q3 | $721K | Buy |
|