Southeast Asset Advisors’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
Q1 | – | Sell |
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|
2024
Q4 | $250K | Hold |
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|
2024
Q3 | $310K | Hold |
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|
2024
Q2 | $248K | Hold |
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|
2024
Q1 | $249K | Hold |
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|
2023
Q4 | $312K | Hold |
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|
2023
Q3 | $315K | Hold |
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|
2023
Q2 | $383K | Hold |
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|
2023
Q1 | $371K | Hold |
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|
2022
Q4 | $374K | Hold |
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|
2022
Q3 | $367K | Hold |
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|
2022
Q2 | $416K | Hold |
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|
2022
Q1 | $499K | Sell |
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|
2021
Q4 | $572K | Buy |
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|
2021
Q3 | $488K | Hold |
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|
2021
Q2 | $388K | Hold |
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|
2021
Q1 | $375K | Hold |
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|
2020
Q4 | $344K | Hold |
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|
2020
Q3 | $295K | Buy |
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