Cary Street Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-35,800
| Closed | -$97.4K | – | 664 |
|
|
2024
Q3 | $97.4K | Hold |
35,800
| – | – | ﹤0.01% | 748 |
|
|
2024
Q2 | $95.2K | Hold |
35,800
| – | – | ﹤0.01% | 737 |
|
|
2024
Q1 | $95.2K | Sell |
35,800
-1,000
| -3% | -$2.66K | ﹤0.01% | 688 |
|
|
2023
Q4 | $98.6K | Hold |
36,800
| – | – | ﹤0.01% | 640 |
|
|
2023
Q3 | $98.6K | Hold |
36,800
| – | – | 0.01% | 708 |
|
|
2023
Q2 | $101K | Hold |
36,800
| – | – | 0.01% | 659 |
|
|
2023
Q1 | $102K | Hold |
36,800
| – | – | 0.01% | 588 |
|
|
2022
Q4 | $102K | Sell |
36,800
-4,250
| -10% | -$11.7K | 0.01% | 580 |
|
|
2022
Q3 | $115K | Buy |
41,050
+11,700
| +40% | +$32.8K | 0.01% | 480 |
|
|
2022
Q2 | $87K | Buy |
+29,350
| New | +$87K | 0.01% | 517 |
|