SWM
MSB

Selective Wealth Management’s Mesabi Trust MSB Stock Holding History

Selective Wealth Management’s Portfolio MSB Stock Details MSB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,300
Closed -$28K – 495
2022
Q3 		$28K Hold
1,300
– – 0.01% 378
2022
Q2 		$32K Buy
1,300
+1,000
+333% +$24.6K 0.01% 396
2022
Q1 		$8K Buy
+300
New +$8K ﹤0.01% 556