Carson Wealth (CWM LLC)’s MFS Municipal Income Trust MFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-94
| Closed | – | – | 4376 |
|
|
2023
Q2 | $0 | Buy |
+94
| New | – | ﹤0.01% | 4336 |
|
|
2022
Q3 | – | Sell |
-10,048
| Closed | -$55K | – | 4063 |
|
|
2022
Q2 | $55K | Sell |
10,048
-495
| -5% | -$2.71K | ﹤0.01% | 1586 |
|
|
2022
Q1 | $65K | Sell |
10,543
-1,354
| -11% | -$8.35K | ﹤0.01% | 1488 |
|
|
2021
Q4 | $83K | Buy |
+11,897
| New | +$83K | ﹤0.01% | 1378 |
|
|
2021
Q2 | $75K | Hold |
10,543
| – | – | ﹤0.01% | 1239 |
|
|
2021
Q1 | $75K | Hold |
10,543
| – | – | ﹤0.01% | 1239 |
|
|
2020
Q4 | $75K | Hold |
10,543
| – | – | ﹤0.01% | 1239 |
|
|
2020
Q3 | $75K | Hold |
10,543
| – | – | ﹤0.01% | 1239 |
|
|
2020
Q2 | $75K | Hold |
10,543
| – | – | ﹤0.01% | 1239 |
|
|
2020
Q1 | $75K | Hold |
10,543
| – | – | ﹤0.01% | 1239 |
|
|
2019
Q4 | $75K | Hold |
10,543
| – | – | ﹤0.01% | 1239 |
|
|
2019
Q3 | $75K | Hold |
10,543
| – | – | ﹤0.01% | 1239 |
|
|
2019
Q2 | $75K | Hold |
10,543
| – | – | ﹤0.01% | 1239 |
|
|
2019
Q1 | $75K | Buy |
10,543
+9,543
| +954% | +$67.9K | ﹤0.01% | 1239 |
|
|
2018
Q4 | $6K | Buy |
+1,000
| New | +$6K | ﹤0.01% | 1479 |
|