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