LPL Financial’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 | $1.54M | Buy |
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|
2025
Q2 | $1.49M | Buy |
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|
2025
Q1 | $1.73M | Buy |
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|
2024
Q4 | $1.42M | Buy |
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|
2024
Q3 | $1.47M | Buy |
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|
2024
Q2 | $1.14M | Buy |
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|
2024
Q1 | $224K | Sell |
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|
2023
Q4 | $391K | Sell |
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|
2023
Q3 | $440K | Sell |
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|
2023
Q2 | $542K | Buy |
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|
2023
Q1 | $451K | Buy |
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|
2022
Q4 | $438K | Buy |
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|
2022
Q3 | $378K | Sell |
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|
2022
Q2 | $431K | Buy |
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|
2022
Q1 | $471K | Sell |
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|
2021
Q4 | $577K | Buy |
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|
2021
Q3 | $446K | Buy |
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|
2021
Q2 | $212K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $255K | Sell |
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|
2019
Q2 | $274K | Sell |
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|
2019
Q1 | $346K | Buy |
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|
2018
Q4 | $258K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $250K | Sell |
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|
2016
Q1 | $261K | Sell |
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|
2015
Q4 | $252K | Buy |
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