MWPCG
Measured Wealth Private Client Group’s MSC Industrial Direct MSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,432
| Closed | -$527K | – | 201 |
|
|
2024
Q1 | $527K | Buy |
5,432
+449
| +9% | +$43.6K | 0.18% | 89 |
|
|
2023
Q4 | $505K | Buy |
4,983
+319
| +7% | +$32.3K | 0.19% | 90 |
|
|
2023
Q3 | $458K | Buy |
4,664
+654
| +16% | +$64.2K | 0.18% | 89 |
|
|
2023
Q2 | $382K | Buy |
+4,010
| New | +$382K | 0.15% | 120 |
|