JFS Wealth Advisors’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 | $1.19K | Sell |
14
-17
| -55% | -$1.45K | ﹤0.01% | 1528 |
|
2025
Q1 | $2.41K | Buy |
31
+7
| +29% | +$544 | ﹤0.01% | 1404 |
|
2024
Q4 | $1.79K | Sell |
24
-32
| -57% | -$2.39K | ﹤0.01% | 1518 |
|
2024
Q3 | $4.82K | Sell |
56
-4
| -7% | -$344 | ﹤0.01% | 1133 |
|
2024
Q2 | $4.76K | Buy |
60
+24
| +67% | +$1.9K | ﹤0.01% | 1081 |
|
2024
Q1 | $3.49K | Hold |
36
| – | – | ﹤0.01% | 1236 |
|
2023
Q4 | $3.65K | Hold |
36
| – | – | ﹤0.01% | 1180 |
|
2023
Q3 | $3.53K | Hold |
36
| – | – | ﹤0.01% | 1139 |
|
2023
Q2 | $3.43K | Hold |
36
| – | – | ﹤0.01% | 1181 |
|
2023
Q1 | $3.02K | Buy |
36
+9
| +33% | +$756 | ﹤0.01% | 1202 |
|
2022
Q4 | $2.21K | Buy |
27
+5
| +23% | +$409 | ﹤0.01% | 1340 |
|
2022
Q3 | $2K | Sell |
22
-6
| -21% | -$545 | ﹤0.01% | 1354 |
|
2022
Q2 | $2K | Buy |
28
+1
| +4% | +$71 | ﹤0.01% | 1350 |
|
2022
Q1 | $2K | Buy |
27
+17
| +170% | +$1.26K | ﹤0.01% | 1452 |
|
2021
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1461 |
|