Tyler-Stone Wealth Management’s Mesabi Trust MSB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-650
| Closed | -$11.5K | – | 942 |
|
2024
Q1 | $11.5K | Hold |
650
| – | – | 0.01% | 617 |
|
2023
Q4 | $13.3K | Hold |
650
| – | – | 0.01% | 571 |
|
2023
Q3 | $13K | Hold |
650
| – | – | 0.01% | 548 |
|
2023
Q2 | $13K | Buy |
+650
| New | +$13K | 0.01% | 547 |
|
2022
Q4 | $12K | Hold |
650
| – | – | 0.01% | 525 |
|
2022
Q3 | $14K | Hold |
650
| – | – | 0.01% | 489 |
|
2022
Q2 | $16K | Hold |
650
| – | – | 0.01% | 480 |
|
2022
Q1 | $17K | Hold |
650
| – | – | 0.01% | 486 |
|
2021
Q4 | $17K | Buy |
+650
| New | +$17K | 0.01% | 508 |
|