Arkadios Wealth Advisors’s MFS SPECIAL VALUE TRUST MFV Stock Holding History

Arkadios Wealth Advisors’s Portfolio MFV Stock Details MFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-15,571	Closed	-$69.3K	–	920
2024 Q1	$69.3K	Hold	15,571	–	–	0.01%	682
2023 Q4	$63.7K	Hold	15,571	–	–	0.01%	681
2023 Q3	$60.7K	Buy	+15,571	New	+$63.3K	0.01%	655

Arkadios Wealth Advisors's MFV Position: Q2 2024 in Review

Arkadios Wealth Advisors sold out of MFS SPECIAL VALUE TRUST (MFV) in Q2 2024, closing a stake of 15,571 shares — an estimated $69.3K sold.

Arkadios Wealth Advisors first reported a position in MFV in Q3 2023 and held it in 3 quarters. The position peaked at $69.3K in Q1 2024. 0 funds tracked by Wall St. Rank hold MFV as of Q2 2024.

Arkadios Wealth Advisors reported no remaining MFS SPECIAL VALUE TRUST position as of Q2 2024 after selling out during the quarter.
Arkadios Wealth Advisors sold 15,571 MFS SPECIAL VALUE TRUST shares in Q2 2024, an estimated $69.3K.
Arkadios Wealth Advisors first reported a position in MFS SPECIAL VALUE TRUST in Q3 2023 and held it in 3 quarters.
Arkadios Wealth Advisors's MFS SPECIAL VALUE TRUST position peaked at $69.3K in Q1 2024.
0 funds tracked by Wall St. Rank held MFS SPECIAL VALUE TRUST as of Q2 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.