Arete Wealth Advisors’s MSC Industrial Direct MSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Sell |
2,848
-44
| -2% | -$3.74K | 0.02% | 629 |
|
|
2025
Q1 | $225K | Hold |
2,892
| – | – | 0.02% | 634 |
|
|
2024
Q4 | $216K | Hold |
2,892
| – | – | 0.02% | 672 |
|
|
2024
Q3 | $248K | Buy |
+2,892
| New | +$248K | 0.02% | 581 |
|
|
2024
Q1 | – | Sell |
-2,037
| Closed | -$206K | – | 601 |
|
|
2023
Q4 | $206K | Sell |
2,037
-11
| -0.5% | -$1.11K | 0.02% | 670 |
|
|
2023
Q3 | $201K | Buy |
+2,048
| New | +$201K | 0.03% | 435 |
|