Chicago Partners Investment Group’s MFS Municipal Income Trust MFM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $110K | Sell |
21,725
-4,653
| -18% | -$23.5K | ﹤0.01% | 1064 |
|
2025
Q1 | $137K | Buy |
26,378
+5,188
| +24% | +$27K | ﹤0.01% | 888 |
|
2024
Q4 | $115K | Buy |
21,190
+245
| +1% | +$1.33K | ﹤0.01% | 831 |
|
2024
Q3 | $116K | Buy |
20,945
+241
| +1% | +$1.34K | ﹤0.01% | 778 |
|
2024
Q2 | $112K | Buy |
20,704
+243
| +1% | +$1.31K | ﹤0.01% | 730 |
|
2024
Q1 | $105K | Sell |
20,461
-4,776
| -19% | -$24.4K | ﹤0.01% | 715 |
|
2023
Q4 | $130K | Buy |
25,237
+5,216
| +26% | +$27K | 0.01% | 678 |
|
2023
Q3 | $88.9K | Buy |
20,021
+146
| +0.7% | +$648 | ﹤0.01% | 634 |
|
2023
Q2 | $105K | Sell |
19,875
-24,647
| -55% | -$130K | 0.01% | 657 |
|
2023
Q1 | $231K | Buy |
44,522
+19,607
| +79% | +$102K | 0.01% | 580 |
|
2022
Q4 | $135K | Hold |
24,915
| – | – | 0.01% | 608 |
|
2022
Q3 | $119K | Buy |
24,915
+10,000
| +67% | +$47.8K | 0.01% | 559 |
|
2022
Q2 | $86K | Buy |
14,915
+115
| +0.8% | +$663 | 0.01% | 573 |
|
2022
Q1 | $80K | Buy |
14,800
+4,800
| +48% | +$25.9K | 0.01% | 544 |
|
2021
Q4 | $63K | Buy |
+10,000
| New | +$63K | ﹤0.01% | 559 |
|