Atria Wealth Solutions’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 | – | Sell |
-19,500
| Closed | -$52.5K | – | 1732 |
|
|
2025
Q1 | $52.5K | Sell |
19,500
-1,000
| -5% | -$2.69K | ﹤0.01% | 1814 |
|
|
2024
Q4 | $54.5K | Hold |
20,500
| – | – | ﹤0.01% | 1903 |
|
|
2024
Q3 | $55.8K | Sell |
20,500
-17,490
| -46% | -$47.6K | ﹤0.01% | 1867 |
|
|
2024
Q2 | $101K | Sell |
37,990
-9,199
| -19% | -$24.5K | ﹤0.01% | 1835 |
|
|
2024
Q1 | $126K | Sell |
47,189
-1,842
| -4% | -$4.9K | ﹤0.01% | 1860 |
|
|
2023
Q4 | $131K | Buy |
49,031
+81
| +0.2% | +$217 | ﹤0.01% | 1819 |
|
|
2023
Q3 | $131K | Buy |
48,950
+80
| +0.2% | +$214 | ﹤0.01% | 1744 |
|
|
2023
Q2 | $134K | Sell |
48,870
-2,422
| -5% | -$6.64K | ﹤0.01% | 1748 |
|
|
2023
Q1 | $142K | Sell |
51,292
-10,337
| -17% | -$28.6K | ﹤0.01% | 1715 |
|
|
2022
Q4 | $170K | Buy |
61,629
+75
| +0.1% | +$207 | ﹤0.01% | 1630 |
|
|
2022
Q3 | $173K | Buy |
61,554
+41,399
| +205% | +$116K | ﹤0.01% | 1571 |
|
|
2022
Q2 | $60K | Sell |
20,155
-46,964
| -70% | -$140K | ﹤0.01% | 1539 |
|
|
2022
Q1 | $211K | Buy |
+67,119
| New | +$211K | ﹤0.01% | 1563 |
|