Carson Wealth (CWM LLC)’s MFS Intermediate Income Trust MIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12K | Sell |
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|
2025
Q2 | $13K | Hold |
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|
2025
Q1 | $13K | Hold |
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|
2024
Q4 | $13K | Hold |
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|
2024
Q3 | $13K | Buy |
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|
2024
Q2 | $12K | Hold |
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|
2024
Q1 | $12K | Sell |
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|
2023
Q4 | $220K | Hold |
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|
2023
Q3 | $220K | Hold |
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|
2023
Q2 | $225K | Hold |
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|
2023
Q1 | $227K | Hold |
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|
2022
Q4 | $226K | Hold |
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|
2022
Q3 | $230K | Hold |
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|
2022
Q2 | $243K | Sell |
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|
2022
Q1 | $262K | Sell |
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|
2021
Q4 | $596K | Buy |
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|
2021
Q2 | $991K | Hold |
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|
2021
Q1 | $991K | Hold |
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|
2020
Q4 | $991K | Hold |
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|
2020
Q3 | $991K | Hold |
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|
2020
Q2 | $991K | Hold |
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|
2020
Q1 | $991K | Hold |
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|
2019
Q4 | $991K | Hold |
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|
2019
Q3 | $991K | Hold |
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|
2019
Q2 | $991K | Hold |
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|
2019
Q1 | $991K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $5K | Buy |
|