BWG
MFM
Balanced Wealth Group’s MFS Municipal Income Trust MFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $932K | Buy |
+181,741
| New | +$932K | 0.4% | 27 |
|
|
2025
Q1 | – | Sell |
-12,620
| Closed | -$68.5K | – | 70 |
|
|
2024
Q4 | $68.5K | Sell |
12,620
-24,944
| -66% | -$135K | 0.03% | 67 |
|
|
2024
Q3 | $215K | Sell |
37,564
-7,703
| -17% | -$44.1K | 0.1% | 66 |
|
|
2024
Q2 | $241K | Sell |
45,267
-22,044
| -33% | -$117K | 0.11% | 61 |
|
|
2024
Q1 | $356K | Sell |
67,311
-60,560
| -47% | -$320K | 0.16% | 55 |
|
|
2023
Q4 | $661K | Buy |
+127,871
| New | +$661K | 0.34% | 39 |
|