Optimum Investment Advisors’s Mesabi Trust MSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,000
| Closed | -$24K | – | 990 |
|
|
2019
Q3 | $24K | Hold |
1,000
| – | – | 0.01% | 649 |
|
|
2019
Q2 | $30K | Hold |
1,000
| – | – | 0.01% | 614 |
|
|
2019
Q1 | $29K | Hold |
1,000
| – | – | 0.01% | 626 |
|
|
2018
Q4 | $24K | Hold |
1,000
| – | – | 0.01% | 618 |
|
|
2018
Q3 | $27K | Hold |
1,000
| – | – | 0.01% | 671 |
|
|
2018
Q2 | $25K | Hold |
1,000
| – | – | 0.01% | 684 |
|
|
2018
Q1 | $26K | Buy |
+1,000
| New | +$26K | 0.01% | 662 |
|
|
2015
Q1 | $20K | Hold |
1,500
| – | – | 0.01% | 686 |
|
|
2014
Q4 | $26K | Sell |
1,500
-500
| -25% | -$8.67K | 0.01% | 657 |
|
|
2014
Q3 | $37K | Hold |
2,000
| – | – | 0.01% | 525 |
|
|
2014
Q2 | $39K | Buy |
+2,000
| New | +$39K | 0.01% | 533 |
|