Carson Wealth (CWM LLC)’s MFS Intermediate Income Trust MIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13K | Hold |
4,829
| – | – | ﹤0.01% | 4164 |
|
|
2025
Q1 | $13K | Hold |
4,829
| – | – | ﹤0.01% | 3957 |
|
|
2024
Q4 | $13K | Hold |
4,829
| – | – | ﹤0.01% | 3713 |
|
|
2024
Q3 | $13K | Buy |
4,829
+329
| +7% | +$886 | ﹤0.01% | 3629 |
|
|
2024
Q2 | $12K | Hold |
4,500
| – | – | ﹤0.01% | 3437 |
|
|
2024
Q1 | $12K | Sell |
4,500
-77,473
| -95% | -$207K | ﹤0.01% | 3232 |
|
|
2023
Q4 | $220K | Hold |
81,973
| – | – | ﹤0.01% | 1387 |
|
|
2023
Q3 | $220K | Hold |
81,973
| – | – | ﹤0.01% | 1276 |
|
|
2023
Q2 | $225K | Hold |
81,973
| – | – | ﹤0.01% | 1204 |
|
|
2023
Q1 | $227K | Hold |
81,973
| – | – | ﹤0.01% | 1149 |
|
|
2022
Q4 | $226K | Hold |
81,973
| – | – | ﹤0.01% | 1052 |
|
|
2022
Q3 | $230K | Hold |
81,973
| – | – | ﹤0.01% | 995 |
|
|
2022
Q2 | $243K | Sell |
81,973
-1,300
| -2% | -$3.85K | ﹤0.01% | 966 |
|
|
2022
Q1 | $262K | Sell |
83,273
-82,750
| -50% | -$260K | ﹤0.01% | 933 |
|
|
2021
Q4 | $596K | Buy |
+166,023
| New | +$596K | ﹤0.01% | 680 |
|
|
2021
Q2 | $991K | Hold |
265,023
| – | – | 0.01% | 563 |
|
|
2021
Q1 | $991K | Hold |
265,023
| – | – | 0.01% | 563 |
|
|
2020
Q4 | $991K | Hold |
265,023
| – | – | 0.01% | 563 |
|
|
2020
Q3 | $991K | Hold |
265,023
| – | – | 0.01% | 563 |
|
|
2020
Q2 | $991K | Hold |
265,023
| – | – | 0.01% | 563 |
|
|
2020
Q1 | $991K | Hold |
265,023
| – | – | 0.01% | 563 |
|
|
2019
Q4 | $991K | Hold |
265,023
| – | – | 0.01% | 563 |
|
|
2019
Q3 | $991K | Hold |
265,023
| – | – | 0.01% | 563 |
|
|
2019
Q2 | $991K | Hold |
265,023
| – | – | 0.01% | 563 |
|
|
2019
Q1 | $991K | Buy |
+265,023
| New | +$991K | 0.01% | 563 |
|
|
2016
Q4 | – | Sell |
-1,200
| Closed | -$5K | – | 1143 |
|
|
2016
Q3 | $5K | Buy |
+1,200
| New | +$5K | ﹤0.01% | 830 |
|