WAM
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Wealthspire Advisors (Maryland)’s MSC Industrial Direct MSM Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio MSM Stock Details MSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-119
Closed -$10K – 1415
2019
Q1 		$10K Buy
119
+35
+42% +$2.88K ﹤0.01% 1538
2018
Q4 		$6K Buy
84
+70
+500% +$5.8K ﹤0.01% 1667
2018
Q3 		$1K Buy
14
+6
+75% +$512 ﹤0.01% 2302
2018
Q2 		$1K Sell
8
-5
-38% -$453 ﹤0.01% 2332
2018
Q1 		$1K Buy
13
+5
+63% +$462 ﹤0.01% 2364
2017
Q4 		$1K Buy
8
+5
+167% +$418 ﹤0.01% 2307
2017
Q3 		$0 Sell
3
-47
-94% -$3.41K ﹤0.01% 2382
2017
Q2 		$4K Buy
50
+48
+2,400% +$4.22K ﹤0.01% 1830
2017
Q1 		$0 Buy
+2
New +$203 ﹤0.01% 1982

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