Avantax 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-10,381
| Closed | -$27.8K | – | 1703 |
|
2023
Q4 | $27.8K | Sell |
10,381
-994
| -9% | -$2.66K | ﹤0.01% | 1556 |
|
2023
Q3 | $30.5K | Buy |
11,375
+561
| +5% | +$1.5K | ﹤0.01% | 1521 |
|
2023
Q2 | $29.6K | Buy |
10,814
+216
| +2% | +$592 | ﹤0.01% | 1485 |
|
2023
Q1 | $29.4K | Buy |
10,598
+240
| +2% | +$665 | ﹤0.01% | 1461 |
|
2022
Q4 | $28.6K | Buy |
10,358
+234
| +2% | +$646 | ﹤0.01% | 1398 |
|
2022
Q3 | $28K | Sell |
10,124
-1,766
| -15% | -$4.88K | ﹤0.01% | 1311 |
|
2022
Q2 | $35K | Buy |
11,890
+274
| +2% | +$807 | ﹤0.01% | 1283 |
|
2022
Q1 | $37K | Buy |
11,616
+268
| +2% | +$854 | ﹤0.01% | 1266 |
|
2021
Q4 | $41K | Buy |
11,348
+241
| +2% | +$871 | ﹤0.01% | 1233 |
|
2021
Q3 | $41K | Buy |
11,107
+123
| +1% | +$454 | ﹤0.01% | 1162 |
|
2021
Q2 | $41K | Buy |
10,984
+235
| +2% | +$877 | ﹤0.01% | 1128 |
|
2021
Q1 | $40K | Buy |
+10,749
| New | +$40K | ﹤0.01% | 1018 |
|
2020
Q4 | – | Sell |
-40,460
| Closed | -$152K | – | 1185 |
|
2020
Q3 | $152K | Buy |
+40,460
| New | +$152K | ﹤0.01% | 1263 |
|