WR Wealth Planners’s MSC Industrial Direct MSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4
| Closed | -$317 | – | 1188 |
|
|
2024
Q2 | $317 | Hold |
4
| – | – | ﹤0.01% | 1079 |
|
|
2024
Q1 | $388 | Buy |
+4
| New | +$388 | ﹤0.01% | 1058 |
|
|
2023
Q3 | – | Sell |
-21
| Closed | -$2K | – | 933 |
|
|
2023
Q2 | $2K | Sell |
21
-21
| -50% | -$2K | ﹤0.01% | 773 |
|
|
2023
Q1 | $3.53K | Buy |
+42
| New | +$3.53K | ﹤0.01% | 728 |
|