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Jeppson Wealth Management’s MSC Industrial Direct MSM Stock Holding History

Jeppson Wealth 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
2020
Q4 		– Sell
-50
Closed -$3K – 330
2020
Q3 		$3K Buy
+50
New +$3.31K ﹤0.01% 468

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Jeppson Wealth Management's MSM Position: Q4 2020 in Review

Jeppson Wealth Management sold out of MSC Industrial Direct (MSM) in Q4 2020, closing a stake of 50 shares — an estimated $3K sold.

Jeppson Wealth Management first reported a position in MSM in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 359 funds tracked by Wall St. Rank hold MSM as of Q4 2020.

  • Jeppson Wealth Management reported no remaining MSC Industrial Direct position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 50 MSC Industrial Direct shares in Q4 2020, an estimated $3K.
  • Jeppson Wealth Management first reported a position in MSC Industrial Direct in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's MSC Industrial Direct position peaked at $3K in Q3 2020.
  • 359 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.