Perigon Wealth Management’s Middlesex Water MSEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$213K Buy
2018
Q2
Sell
2018
Q1
$73K Hold
2017
Q4
$80K Hold
2017
Q3
$79K Hold
2017
Q2
$79K Hold
2017
Q1
$74K Hold
2016
Q4
$76K Hold
2016
Q3
$70K Hold
2016
Q2
$87K Hold
2016
Q1
$62K Buy