One Charles Private Wealth Services’s Mesabi Trust MSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Hold |
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|
2025
Q1 | $497K | Buy |
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|
2024
Q4 | $509K | Sell |
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|
2024
Q3 | $412K | Hold |
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|
2024
Q2 | $314K | Hold |
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|
2024
Q1 | $322K | Hold |
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|
2023
Q4 | $373K | Sell |
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|
2023
Q3 | $499K | Sell |
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|
2023
Q2 | $667K | Sell |
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|
2023
Q1 | $864K | Buy |
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|
2022
Q4 | $613K | Sell |
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|
2022
Q3 | $774K | Buy |
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|
2022
Q2 | $784K | Buy |
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|
2022
Q1 | $489K | Buy |
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|
2021
Q4 | $363K | Sell |
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|
2021
Q3 | $537K | Sell |
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|
2021
Q2 | $669K | Buy |
|