CWM
CIF
Collaborative Wealth Management’s MFS Intermediate High Income Fund CIF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.5K | Sell |
28,473
-3,960
| -12% | -$6.89K | 0.02% | 182 |
|
|
2025
Q1 | $55.5K | Hold |
32,433
| – | – | 0.03% | 173 |
|
|
2024
Q4 | $56.1K | Hold |
32,433
| – | – | 0.03% | 178 |
|
|
2024
Q3 | $57.7K | Sell |
32,433
-917
| -3% | -$1.63K | 0.03% | 176 |
|
|
2024
Q2 | $56.5K | Hold |
33,350
| – | – | 0.03% | 171 |
|
|
2024
Q1 | $57.5K | Sell |
33,350
-37,754
| -53% | -$65.1K | 0.03% | 172 |
|
|
2023
Q4 | $122K | Sell |
71,104
-2,093
| -3% | -$3.6K | 0.07% | 167 |
|
|
2023
Q3 | $115K | Sell |
73,197
-10,000
| -12% | -$15.7K | 0.07% | 161 |
|
|
2023
Q2 | $136K | Sell |
83,197
-161
| -0.2% | -$262 | 0.08% | 167 |
|
|
2023
Q1 | $140K | Sell |
83,358
-1,299
| -2% | -$2.18K | 0.09% | 164 |
|
|
2022
Q4 | $144K | Hold |
84,657
| – | – | 0.09% | 171 |
|
|
2022
Q3 | $145K | Sell |
84,657
-6,700
| -7% | -$11.5K | 0.1% | 167 |
|
|
2022
Q2 | $174K | Buy |
+91,357
| New | +$174K | 0.11% | 180 |
|
|
2021
Q4 | $252K | Buy |
+91,357
| New | +$252K | 0.14% | 178 |
|
|
2021
Q1 | $222K | Buy |
+91,357
| New | +$222K | 0.13% | 176 |
|