B. Riley Wealth Advisors’s MFS SPECIAL VALUE TRUST MFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-5,320
| Closed | -$39 | – | 2086 |
|
|
2014
Q4 | $39 | Buy |
+5,320
| New | +$39 | ﹤0.01% | 2224 |
|
|
2014
Q2 | – | Sell |
-5,320
| Closed | -$40K | – | 2466 |
|
|
2014
Q1 | $40K | Buy |
5,320
+20
| +0.4% | +$150 | 0.01% | 740 |
|
|
2013
Q4 | $38K | Buy |
5,300
+30
| +0.6% | +$215 | 0.01% | 665 |
|
|
2013
Q3 | $38K | Buy |
+5,270
| New | +$38K | 0.01% | 658 |
|