AE Wealth Management’s Mine Safety MSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,438
| Closed | -$238K | – | 2238 |
|
|
2024
Q4 | $238K | Buy |
1,438
+100
| +7% | +$16.6K | ﹤0.01% | 1198 |
|
|
2024
Q3 | $237K | Sell |
1,338
-1,192
| -47% | -$211K | ﹤0.01% | 1112 |
|
|
2024
Q2 | $475K | Buy |
+2,530
| New | +$475K | ﹤0.01% | 895 |
|
|
2024
Q1 | – | Sell |
-2,384
| Closed | -$396K | – | 1675 |
|
|
2023
Q4 | $396K | Buy |
2,384
+201
| +9% | +$33.4K | ﹤0.01% | 1571 |
|
|
2023
Q3 | $344K | Buy |
2,183
+143
| +7% | +$22.5K | ﹤0.01% | 1549 |
|
|
2023
Q2 | $355K | Buy |
+2,040
| New | +$355K | ﹤0.01% | 1539 |
|
|
2023
Q1 | – | Sell |
-1,406
| Closed | -$203K | – | 1953 |
|
|
2022
Q4 | $203K | Buy |
+1,406
| New | +$203K | ﹤0.01% | 1663 |
|
|
2022
Q1 | – | Sell |
-1,554
| Closed | -$235K | – | 1762 |
|
|
2021
Q4 | $235K | Sell |
1,554
-484
| -24% | -$73.2K | ﹤0.01% | 1538 |
|
|
2021
Q3 | $297K | Buy |
+2,038
| New | +$297K | ﹤0.01% | 1361 |
|