Lee Financial’s Mesabi Trust MSB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1,700
| Closed | -$42.9K | – | 819 |
|
2023
Q1 | $42.9K | Hold |
1,700
| – | – | 0.01% | 242 |
|
2022
Q4 | $30.6K | Hold |
1,700
| – | – | 0.01% | 294 |
|
2022
Q3 | $36K | Buy |
+1,700
| New | +$36K | 0.01% | 277 |
|
2018
Q2 | – | Sell |
-2,300
| Closed | -$59K | – | 814 |
|
2018
Q1 | $59K | Buy |
+2,300
| New | +$59K | 0.02% | 246 |
|