Clean Yield Group
MFV

Clean Yield Group’s MFS SPECIAL VALUE TRUST MFV Stock Holding History

Clean Yield Group’s Portfolio MFV Stock Details MFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,325
Closed -$5.9K – 404
2024
Q1 		$5.9K Hold
1,325
– – ﹤0.01% 337
2023
Q4 		$5.42K Hold
1,325
– – ﹤0.01% 336
2023
Q3 		$5.18K Hold
1,325
– – ﹤0.01% 339
2023
Q2 		$5.41K Hold
1,325
– – ﹤0.01% 349
2023
Q1 		$5.58K Hold
1,325
– – ﹤0.01% 355
2022
Q4 		$5.54K Hold
1,325
– – ﹤0.01% 369
2022
Q3 		$5K Hold
1,325
– – ﹤0.01% 365
2022
Q2 		$6K Hold
1,325
– – ﹤0.01% 373
2022
Q1 		$8K Hold
1,325
– – ﹤0.01% 379
2021
Q4 		$9K Buy
+1,325
New +$8.97K ﹤0.01% 378

Clean Yield Group's MFV Position: Q2 2024 in Review

Clean Yield Group sold out of MFS SPECIAL VALUE TRUST (MFV) in Q2 2024, closing a stake of 1,325 shares — an estimated $5.9K sold.

Clean Yield Group first reported a position in MFV in Q4 2021 and held it in 10 quarters. The position peaked at $9K in Q4 2021. 0 funds tracked by Wall St. Rank hold MFV as of Q2 2024.

  • Clean Yield Group reported no remaining MFS SPECIAL VALUE TRUST position as of Q2 2024 after selling out during the quarter.
  • Clean Yield Group sold 1,325 MFS SPECIAL VALUE TRUST shares in Q2 2024, an estimated $5.9K.
  • Clean Yield Group first reported a position in MFS SPECIAL VALUE TRUST in Q4 2021 and held it in 10 quarters.
  • Clean Yield Group's MFS SPECIAL VALUE TRUST position peaked at $9K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held MFS SPECIAL VALUE TRUST as of Q2 2024.

Based on Clean Yield Group's 13F filing for Q2 2024, filed 10 Jul 2024.