LWA
Ledgewood Wealth Advisors’s Middlesex Water MSEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Hold |
254,016
| – | – | 8.67% | 2 |
|
|
2025
Q1 | $16.3M | Hold |
254,016
| – | – | 10.5% | 1 |
|
|
2024
Q4 | $13.4M | Hold |
254,016
| – | – | 8.63% | 2 |
|
|
2024
Q3 | $16.6M | Buy |
254,016
+28,164
| +12% | +$1.84M | 11.16% | 1 |
|
|
2024
Q2 | $11.8M | Buy |
225,852
+857
| +0.4% | +$44.8K | 10.17% | 1 |
|
|
2024
Q1 | $11.8M | Hold |
224,995
| – | – | 10.97% | 1 |
|
|
2023
Q4 | $14.8M | Buy |
+224,995
| New | +$14.8M | 13.63% | 1 |
|