Ameritas Advisory Services’s MFS Intermediate Income Trust MIN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $886K | Buy |
326,965
+77,457
| +31% | +$210K | 0.05% | 379 |
|
2025
Q1 | $664K | Hold |
249,508
| – | – | 0.03% | 500 |
|
2024
Q4 | $664K | Sell |
249,508
-4,854
| -2% | -$12.9K | 0.02% | 507 |
|
2024
Q3 | $692K | Buy |
254,362
+21,722
| +9% | +$59.1K | 0.03% | 465 |
|
2024
Q2 | $619K | Buy |
232,640
+63,582
| +38% | +$169K | 0.02% | 522 |
|
2024
Q1 | $443K | Buy |
+169,058
| New | +$443K | 0.02% | 583 |
|
2023
Q4 | – | Sell |
-148,199
| Closed | -$390K | – | 785 |
|
2023
Q3 | $390K | Sell |
148,199
-5,614
| -4% | -$14.8K | 0.02% | 565 |
|
2023
Q2 | $429K | Sell |
153,813
-9,716
| -6% | -$27.1K | 0.06% | 327 |
|
2023
Q1 | $453K | Sell |
163,529
-150,091
| -48% | -$416K | 0.02% | 514 |
|
2022
Q4 | $866K | Buy |
313,620
+138,077
| +79% | +$381K | 0.04% | 391 |
|
2022
Q3 | $493K | Sell |
175,543
-5,007
| -3% | -$14.1K | 0.03% | 439 |
|
2022
Q2 | $536K | Sell |
180,550
-22,557
| -11% | -$67K | 0.03% | 431 |
|
2022
Q1 | $640K | Buy |
203,107
+13,506
| +7% | +$42.6K | 0.02% | 440 |
|
2021
Q4 | $681K | Buy |
+189,601
| New | +$681K | 0.02% | 418 |
|