CAPTRUST Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148K | Hold |
54,647
| – | – | ﹤0.01% | 2350 |
|
|
2025
Q1 | $147K | Hold |
54,647
| – | – | ﹤0.01% | 2203 |
|
|
2024
Q4 | $145K | Hold |
54,647
| – | – | ﹤0.01% | 2178 |
|
|
2024
Q3 | $149K | Hold |
54,647
| – | – | ﹤0.01% | 2173 |
|
|
2024
Q2 | $145K | Hold |
54,647
| – | – | ﹤0.01% | 2086 |
|
|
2024
Q1 | $145K | Sell |
54,647
-60,000
| -52% | -$160K | ﹤0.01% | 2026 |
|
|
2023
Q4 | $307K | Hold |
114,647
| – | – | ﹤0.01% | 2097 |
|
|
2023
Q3 | $307K | Buy |
114,647
+150
| +0.1% | +$402 | ﹤0.01% | 1982 |
|
|
2023
Q2 | $314K | Buy |
114,497
+54,347
| +90% | +$149K | ﹤0.01% | 1938 |
|
|
2023
Q1 | $167K | Buy |
+60,150
| New | +$167K | ﹤0.01% | 2087 |
|