Balanced Wealth Group’s MFS Municipal Income Trust MFM Stock Holding History

Balanced Wealth Group’s Portfolio MFM Stock Details MFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$932K	Buy
2025 Q1	–	Sell
2024 Q4	$68.5K	Sell
2024 Q3	$215K	Sell
2024 Q2	$241K	Sell
2024 Q1	$356K	Sell
2023 Q4	$661K	Buy