Clearstead 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 | $8.25K | Buy |
97
+54
| +126% | +$4.59K | ﹤0.01% | 1946 |
|
2025
Q1 | $3.34K | Buy |
+43
| New | +$3.34K | ﹤0.01% | 1805 |
|
2024
Q4 | – | Sell |
-155
| Closed | -$13.4K | – | 2155 |
|
2024
Q3 | $13.4K | Sell |
155
-77
| -33% | -$6.63K | ﹤0.01% | 1525 |
|
2024
Q2 | $18.4K | Buy |
+232
| New | +$18.4K | ﹤0.01% | 1401 |
|
2023
Q1 | – | Sell |
-249
| Closed | -$20.3K | – | 1407 |
|
2022
Q4 | $20.3K | Hold |
249
| – | – | ﹤0.01% | 797 |
|
2022
Q3 | $18K | Hold |
249
| – | – | ﹤0.01% | 787 |
|
2022
Q2 | $19K | Hold |
249
| – | – | ﹤0.01% | 811 |
|
2022
Q1 | $21K | Hold |
249
| – | – | ﹤0.01% | 859 |
|
2021
Q4 | $21K | Hold |
249
| – | – | ﹤0.01% | 815 |
|
2021
Q3 | $20K | Hold |
249
| – | – | ﹤0.01% | 818 |
|
2021
Q2 | $22K | Hold |
249
| – | – | ﹤0.01% | 693 |
|
2021
Q1 | $22K | Hold |
249
| – | – | ﹤0.01% | 662 |
|
2020
Q4 | $21K | Hold |
249
| – | – | ﹤0.01% | 623 |
|
2020
Q3 | $16K | Hold |
249
| – | – | ﹤0.01% | 611 |
|
2020
Q2 | $18K | Buy |
+249
| New | +$18K | ﹤0.01% | 539 |
|