CWP
Concord Wealth Partners’s MSC Industrial Direct MSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11
| Closed | -$899 | – | 1140 |
|
|
2022
Q4 | $899 | Buy |
+11
| New | +$899 | ﹤0.01% | 1080 |
|
|
2022
Q1 | – | Sell |
-1
| Closed | – | – | 1345 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1328 |
|
|
2021
Q3 | – | Sell |
-13
| Closed | -$1K | – | 985 |
|
|
2021
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 988 |
|
|
2021
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 930 |
|