Integrated Wealth Concepts’s MSC Industrial Direct MSM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $574K | Buy |
6,753
+895
| +15% | +$76.1K | 0.01% | 1195 |
|
2025
Q1 | $455K | Buy |
+5,858
| New | +$455K | 0.01% | 1184 |
|
2022
Q3 | – | Sell |
-4,927
| Closed | -$370K | – | 991 |
|
2022
Q2 | $370K | Buy |
4,927
+514
| +12% | +$38.6K | 0.01% | 689 |
|
2022
Q1 | $376K | Buy |
4,413
+795
| +22% | +$67.7K | 0.01% | 662 |
|
2021
Q4 | $304K | Buy |
3,618
+615
| +20% | +$51.7K | 0.01% | 770 |
|
2021
Q3 | $241K | Buy |
3,003
+21
| +0.7% | +$1.69K | 0.01% | 823 |
|
2021
Q2 | $268K | Buy |
+2,982
| New | +$268K | 0.01% | 688 |
|