Acorn Wealth Advisors’s Mesabi Trust MSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Hold |
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|
2025
Q1 | $299K | Hold |
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|
2024
Q4 | $309K | Hold |
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|
2024
Q3 | $249K | Hold |
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|
2024
Q2 | $190K | Hold |
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|
2024
Q1 | $195K | Hold |
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|
2023
Q4 | $225K | Hold |
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|
2023
Q3 | $221K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $214K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $208K | Hold |
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|
2022
Q1 | $226K | Hold |
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|
2021
Q4 | $225K | Hold |
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|
2021
Q3 | $253K | Hold |
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|
2021
Q2 | $301K | Hold |
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|
2021
Q1 | $256K | Hold |
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|
2020
Q4 | $238K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $204K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $204K | Hold |
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|
2019
Q1 | $267K | Hold |
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|
2018
Q4 | $232K | Hold |
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|
2018
Q3 | $235K | Hold |
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|
2018
Q2 | $207K | Hold |
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|
2018
Q1 | $195K | Hold |
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|
2017
Q4 | $235K | Buy |
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