True Wealth Design’s MSC Industrial Direct MSM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.14K | Buy |
84
+64
| +320% | +$5.44K | ﹤0.01% | 688 |
|
2025
Q1 | $1.55K | Buy |
+20
| New | +$1.55K | ﹤0.01% | 1100 |
|
2024
Q4 | – | Sell |
-112
| Closed | -$9.64K | – | 1466 |
|
2024
Q3 | $9.64K | Sell |
112
-9,978
| -99% | -$859K | ﹤0.01% | 427 |
|
2024
Q2 | $800K | Buy |
10,090
+2,058
| +26% | +$163K | 0.2% | 79 |
|
2024
Q1 | $779K | Buy |
8,032
+254
| +3% | +$24.6K | 0.19% | 93 |
|
2023
Q4 | $788K | Sell |
7,778
-381
| -5% | -$38.6K | 0.22% | 74 |
|
2023
Q3 | $801K | Sell |
8,159
-663
| -8% | -$65.1K | 0.27% | 51 |
|
2023
Q2 | $841K | Sell |
8,822
-255
| -3% | -$24.3K | 0.31% | 49 |
|
2023
Q1 | $762K | Buy |
9,077
+1,177
| +15% | +$98.9K | 0.32% | 78 |
|
2022
Q4 | $645K | Buy |
+7,900
| New | +$645K | 0.3% | 95 |
|