EverSource Wealth Advisors’s MSC Industrial Direct MSM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $49K | Buy |
576
+326
| +130% | +$27.7K | ﹤0.01% | 1625 |
|
2025
Q1 | $19.4K | Buy |
250
+163
| +187% | +$12.7K | ﹤0.01% | 1697 |
|
2024
Q4 | $6.5K | Sell |
87
-37
| -30% | -$2.76K | ﹤0.01% | 2227 |
|
2024
Q3 | $10.7K | Buy |
124
+27
| +28% | +$2.32K | ﹤0.01% | 1826 |
|
2024
Q2 | $8.63K | Sell |
97
-63
| -39% | -$5.6K | ﹤0.01% | 1935 |
|
2024
Q1 | $14.6K | Buy |
160
+67
| +72% | +$6.11K | ﹤0.01% | 1511 |
|
2023
Q4 | $9.42K | Buy |
93
+9
| +11% | +$911 | ﹤0.01% | 1575 |
|
2023
Q3 | $8.25K | Sell |
84
-12
| -13% | -$1.18K | ﹤0.01% | 1496 |
|
2023
Q2 | $9.15K | Buy |
96
+69
| +256% | +$6.57K | ﹤0.01% | 1481 |
|
2023
Q1 | $2.27K | Buy |
+27
| New | +$2.27K | ﹤0.01% | 1900 |
|
2022
Q4 | – | Sell |
-134
| Closed | -$10K | – | 2382 |
|
2022
Q3 | $10K | Sell |
134
-671
| -83% | -$50.1K | ﹤0.01% | 1140 |
|
2022
Q2 | $60K | Buy |
805
+671
| +501% | +$50K | 0.02% | 564 |
|
2022
Q1 | $11K | Hold |
134
| – | – | ﹤0.01% | 938 |
|
2021
Q4 | $11K | Buy |
+134
| New | +$11K | ﹤0.01% | 927 |
|