Commonwealth Financial Services’s MFS SPECIAL VALUE TRUST MFV Stock Holding History

Commonwealth Financial Services’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	-10,000	Closed	-$40.9K	–	210
2024 Q1	$40.9K	Hold	10,000	–	–	0.01%	184
2023 Q4	$40.9K	Hold	10,000	–	–	0.01%	184
2023 Q3	$39K	Buy	+10,000	New	+$40.7K	0.01%	188

Commonwealth Financial Services's MFV Position: Q2 2024 in Review

Commonwealth Financial Services sold out of MFS SPECIAL VALUE TRUST (MFV) in Q2 2024, closing a stake of 10,000 shares — an estimated $40.9K sold.

Commonwealth Financial Services first reported a position in MFV in Q3 2023 and held it in 3 quarters. The position peaked at $40.9K in Q1 2024. 0 funds tracked by Wall St. Rank hold MFV as of Q2 2024.

Commonwealth Financial Services reported no remaining MFS SPECIAL VALUE TRUST position as of Q2 2024 after selling out during the quarter.
Commonwealth Financial Services sold 10,000 MFS SPECIAL VALUE TRUST shares in Q2 2024, an estimated $40.9K.
Commonwealth Financial Services first reported a position in MFS SPECIAL VALUE TRUST in Q3 2023 and held it in 3 quarters.
Commonwealth Financial Services's MFS SPECIAL VALUE TRUST position peaked at $40.9K in Q1 2024.
0 funds tracked by Wall St. Rank held MFS SPECIAL VALUE TRUST as of Q2 2024.

Based on Commonwealth Financial Services's 13F filing for Q2 2024, filed 13 Aug 2024.