FGAM
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Financial Gravity Asset Management’s MSC Industrial Direct MSM Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-22
Closed -$2.15K – 2060
2024
Q1 		$2.15K Buy
22
+16
+267% +$1.57K ﹤0.01% 1068
2023
Q4 		$654 Buy
6
+3
+100% +$297 ﹤0.01% 1108
2023
Q3 		$302 Sell
3
-92
-97% -$9.08K ﹤0.01% 883
2023
Q2 		$1.62K Buy
+95
New +$8.71K ﹤0.01% 688
2023
Q1 		– Sell
-82
Closed -$1.4K – 1458
2022
Q4 		$1.4K Buy
82
+9
+12% +$734 0.01% 602
2022
Q3 		$3 Buy
+73
New +$5.75K ﹤0.01% 812
2021
Q2 		– Hold
0
– – – 380
2021
Q1 		– Hold
0
– – – 578

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Dimensional Fund Advisors
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EIP
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return