Integrated Wealth Management’s Mesabi Trust MSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-300
| Closed | -$3K | – | 729 |
|
|
2016
Q3 | $3K | Hold |
300
| – | – | ﹤0.01% | 1003 |
|
|
2016
Q2 | $3K | Hold |
300
| – | – | ﹤0.01% | 1014 |
|
|
2016
Q1 | $2K | Hold |
300
| – | – | ﹤0.01% | 1008 |
|
|
2015
Q4 | $1K | Hold |
300
| – | – | ﹤0.01% | 1205 |
|
|
2015
Q3 | $4K | Hold |
300
| – | – | ﹤0.01% | 985 |
|
|
2015
Q2 | $4K | Hold |
300
| – | – | ﹤0.01% | 1009 |
|
|
2015
Q1 | $3K | Buy |
+300
| New | +$3K | ﹤0.01% | 1036 |
|