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