BRWA
MIN
B. Riley Wealth Advisors’s MFS Intermediate Income Trust MIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,172
| Closed | -$39K | – | 710 |
|
|
2018
Q3 | $39K | Buy |
10,172
+122
| +1% | +$468 | ﹤0.01% | 707 |
|
|
2018
Q2 | $39K | Sell |
10,050
-2,893
| -22% | -$11.2K | 0.01% | 668 |
|
|
2018
Q1 | $51K | Sell |
12,943
-80,616
| -86% | -$318K | 0.01% | 655 |
|
|
2017
Q4 | $389K | Buy |
93,559
+1,501
| +2% | +$6.24K | 0.05% | 372 |
|
|
2017
Q3 | $395K | Sell |
92,058
-2,533
| -3% | -$10.9K | 0.07% | 313 |
|
|
2017
Q2 | $409K | Sell |
94,591
-12,654
| -12% | -$54.7K | 0.07% | 291 |
|
|
2017
Q1 | $463K | Sell |
107,245
-14,336
| -12% | -$61.9K | 0.09% | 243 |
|
|
2016
Q4 | $540K | Sell |
121,581
-10,144
| -8% | -$45.1K | 0.11% | 212 |
|
|
2016
Q3 | $221K | Sell |
131,725
-4,714
| -3% | -$7.91K | 0.04% | 506 |
|
|
2016
Q2 | $226K | Sell |
136,439
-25,971
| -16% | -$43K | 0.05% | 502 |
|
|
2016
Q1 | $318K | Sell |
162,410
-15,407
| -9% | -$30.2K | 0.07% | 334 |
|
|
2015
Q4 | $813K | Buy |
177,817
+104,056
| +141% | +$476K | 0.16% | 163 |
|
|
2015
Q3 | $336K | Buy |
73,761
+56,301
| +322% | +$256K | 0.08% | 320 |
|
|
2015
Q2 | $81K | Sell |
17,460
-95,650
| -85% | -$444K | 0.02% | 505 |
|
|
2015
Q1 | $551K | Sell |
113,110
-276,572
| -71% | -$1.35M | 0.13% | 199 |
|
|
2014
Q4 | $10.1K | Buy |
389,682
+31,626
| +9% | +$823 | 0.22% | 90 |
|
|
2014
Q3 | $1.79M | Sell |
358,056
-569,736
| -61% | -$2.85M | 0.47% | 36 |
|
|
2014
Q2 | $2.45M | Buy |
927,792
+734,703
| +380% | +$1.94M | 0.57% | 24 |
|
|
2014
Q1 | $1M | Sell |
193,089
-12,388
| -6% | -$64.2K | 0.3% | 70 |
|
|
2013
Q4 | $1.06M | Sell |
205,477
-6,341
| -3% | -$32.8K | 0.34% | 68 |
|
|
2013
Q3 | $1.13M | Sell |
211,818
-2,868
| -1% | -$15.2K | 0.38% | 58 |
|
|
2013
Q2 | $1.23M | Buy |
+214,686
| New | +$1.23M | 0.42% | 52 |
|