LFA
Legacy Financial Advisors’s MSC Industrial Direct MSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,068
| Closed | -$471K | – | 384 |
|
|
2025
Q1 | $471K | Sell |
6,068
-127
| -2% | -$9.86K | 0.08% | 202 |
|
|
2024
Q4 | $463K | Sell |
6,195
-4,172
| -40% | -$312K | 0.08% | 203 |
|
|
2024
Q3 | $892K | Buy |
10,367
+1,446
| +16% | +$124K | 0.15% | 110 |
|
|
2024
Q2 | $708K | Sell |
8,921
-1,759
| -16% | -$140K | 0.13% | 133 |
|
|
2024
Q1 | $1.04M | Buy |
10,680
+652
| +7% | +$63.3K | 0.19% | 91 |
|
|
2023
Q4 | $1.02M | Buy |
10,028
+418
| +4% | +$42.3K | 0.2% | 83 |
|
|
2023
Q3 | $943K | Buy |
9,610
+374
| +4% | +$36.7K | 0.19% | 71 |
|
|
2023
Q2 | $880K | Buy |
9,236
+686
| +8% | +$65.4K | 0.16% | 75 |
|
|
2023
Q1 | $718K | Buy |
8,550
+433
| +5% | +$36.4K | 0.15% | 84 |
|
|
2022
Q4 | $663K | Buy |
8,117
+493
| +6% | +$40.3K | 0.14% | 84 |
|
|
2022
Q3 | $555K | Buy |
7,624
+214
| +3% | +$15.6K | 0.13% | 87 |
|
|
2022
Q2 | $557K | Buy |
7,410
+488
| +7% | +$36.7K | 0.14% | 81 |
|
|
2022
Q1 | $590K | Sell |
6,922
-174
| -2% | -$14.8K | 0.13% | 83 |
|
|
2021
Q4 | $596K | Buy |
7,096
+528
| +8% | +$44.3K | 0.14% | 76 |
|
|
2021
Q3 | $527K | Buy |
6,568
+26
| +0.4% | +$2.09K | 0.13% | 72 |
|
|
2021
Q2 | $587K | Buy |
6,542
+1,045
| +19% | +$93.8K | 0.15% | 61 |
|
|
2021
Q1 | $496K | Buy |
5,497
+935
| +20% | +$84.4K | 0.14% | 68 |
|
|
2020
Q4 | $385K | Buy |
4,562
+386
| +9% | +$32.6K | 0.11% | 79 |
|
|
2020
Q3 | $264K | Buy |
+4,176
| New | +$264K | 0.08% | 94 |
|
|
2019
Q2 | – | Sell |
-70
| Closed | -$6K | – | 614 |
|
|
2019
Q1 | $6K | Buy |
70
+62
| +775% | +$5.31K | ﹤0.01% | 736 |
|
|
2018
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 919 |
|