KWM
MSB
Kingsview Wealth Management’s Mesabi Trust MSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,292
| Closed | -$233K | – | 1154 |
|
|
2024
Q4 | $233K | Buy |
+8,292
| New | +$233K | ﹤0.01% | 999 |
|
|
2022
Q4 | – | Sell |
-9,550
| Closed | -$205K | – | 881 |
|
|
2022
Q3 | $205K | Hold |
9,550
| – | – | 0.01% | 754 |
|
|
2022
Q2 | $234K | Hold |
9,550
| – | – | 0.01% | 725 |
|
|
2022
Q1 | $254K | Sell |
9,550
-235
| -2% | -$6.26K | 0.01% | 744 |
|
|
2021
Q4 | $258K | Buy |
9,785
+50
| +0.5% | +$1.32K | 0.01% | 774 |
|
|
2021
Q3 | $289K | Sell |
9,735
-150
| -2% | -$4.45K | 0.01% | 694 |
|
|
2021
Q2 | $355K | Hold |
9,885
| – | – | 0.02% | 654 |
|
|
2021
Q1 | $315K | Hold |
9,885
| – | – | 0.02% | 623 |
|
|
2020
Q4 | $277K | Hold |
9,885
| – | – | 0.02% | 572 |
|
|
2020
Q3 | $210K | Buy |
+9,885
| New | +$210K | 0.02% | 568 |
|
|
2019
Q3 | – | Sell |
-7,000
| Closed | -$207K | – | 433 |
|
|
2019
Q2 | $207K | Hold |
7,000
| – | – | 0.03% | 387 |
|
|
2019
Q1 | $205K | Buy |
+7,000
| New | +$205K | 0.03% | 425 |
|