Parcion Private Wealth’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 | $450K | Buy |
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|
2025
Q2 | $434K | Buy |
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|
2025
Q1 | $513K | Hold |
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|
2024
Q4 | $421K | Hold |
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|
2024
Q3 | $522K | Hold |
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|
2024
Q2 | $418K | Hold |
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|
2024
Q1 | $420K | Hold |
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|
2023
Q4 | $525K | Hold |
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|
2023
Q3 | $530K | Hold |
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|
2023
Q2 | $645K | Hold |
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|
2023
Q1 | $625K | Hold |
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|
2022
Q4 | $629K | Hold |
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|
2022
Q3 | $618K | Hold |
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|
2022
Q2 | $721K | Hold |
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|
2022
Q1 | $841K | Hold |
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|
2021
Q4 | $817K | Hold |
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|
2021
Q3 | $843K | Hold |
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|
2021
Q2 | $654K | Hold |
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|
2021
Q1 | $632K | Hold |
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|
2020
Q4 | $580K | Hold |
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|
2020
Q3 | $504K | Hold |
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|
2020
Q2 | $533K | Hold |
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|
2020
Q1 | $481K | Hold |
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|
2019
Q4 | $509K | Buy |
|