Creative Planning’s Mine Safety MSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $791K | Buy |
4,722
+1,285
| +37% | +$215K | ﹤0.01% | 2055 |
|
|
2025
Q1 | $504K | Buy |
3,437
+986
| +40% | +$145K | ﹤0.01% | 2278 |
|
|
2024
Q4 | $406K | Buy |
2,451
+205
| +9% | +$34K | ﹤0.01% | 2410 |
|
|
2024
Q3 | $398K | Buy |
2,246
+114
| +5% | +$20.2K | ﹤0.01% | 2296 |
|
|
2024
Q2 | $400K | Sell |
2,132
-20
| -0.9% | -$3.75K | ﹤0.01% | 2117 |
|
|
2024
Q1 | $417K | Buy |
2,152
+85
| +4% | +$16.5K | ﹤0.01% | 1991 |
|
|
2023
Q4 | $349K | Buy |
2,067
+740
| +56% | +$125K | ﹤0.01% | 1983 |
|
|
2023
Q3 | $209K | Buy |
1,327
+4
| +0.3% | +$631 | ﹤0.01% | 2202 |
|
|
2023
Q2 | $230K | Buy |
+1,323
| New | +$230K | ﹤0.01% | 2100 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$8K | – | 2930 |
|
|
2017
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 3708 |
|
|
2017
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 3749 |
|
|
2016
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 3705 |
|
|
2016
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 3733 |
|
|
2016
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 3582 |
|
|
2016
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 3540 |
|
|
2015
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 3719 |
|
|
2015
Q3 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 3665 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | -$5K | – | 2179 |
|
|
2015
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 3478 |
|
|
2014
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 3430 |
|