CWM
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Curi Wealth Management’s MSC Industrial Direct MSM Stock Holding History

Curi Wealth Management’s Portfolio MSM Stock Details MSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-13
Closed -$1K – 602
2021
Q4 		$1K Buy
+13
New +$1.09K ﹤0.01% 453

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NC
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NSCM
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Curi Wealth Management's MSM Position: Q1 2022 in Review

Curi Wealth Management sold out of MSC Industrial Direct (MSM) in Q1 2022, closing a stake of 13 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in MSM in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 369 funds tracked by Wall St. Rank hold MSM as of Q1 2022.

  • Curi Wealth Management reported no remaining MSC Industrial Direct position as of Q1 2022 after selling out during the quarter.
  • Curi Wealth Management sold 13 MSC Industrial Direct shares in Q1 2022, an estimated $1K.
  • Curi Wealth Management first reported a position in MSC Industrial Direct in Q4 2021 and held it in 1 quarter.
  • Curi Wealth Management's MSC Industrial Direct position peaked at $1K in Q4 2021.
  • 369 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q1 2022.

Based on Curi Wealth Management's 13F filing for Q1 2022, filed 6 May 2022.