Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-19,370
| Closed | -$86K | – | 324 |
|
|
2017
Q1 | $86K | Hold |
19,370
| – | – | 0.02% | 474 |
|
|
2016
Q4 | $86K | Hold |
19,370
| – | – | 0.02% | 477 |
|
|
2016
Q3 | $88K | Hold |
19,370
| – | – | 0.01% | 757 |
|
|
2016
Q2 | $90K | Sell |
19,370
-2,819
| -13% | -$13.1K | 0.01% | 651 |
|
|
2016
Q1 | $102K | Buy |
22,189
+2,819
| +15% | +$13K | 0.01% | 644 |
|
|
2015
Q4 | $88K | Hold |
19,370
| – | – | 0.01% | 655 |
|
|
2015
Q3 | $88K | Sell |
19,370
-1,350
| -7% | -$6.13K | 0.01% | 671 |
|
|
2015
Q2 | $95K | Hold |
20,720
| – | – | 0.01% | 673 |
|
|
2015
Q1 | $2K | Hold |
20,720
| – | – | ﹤0.01% | 483 |
|
|
2014
Q4 | $98K | Hold |
20,720
| – | – | 0.02% | 608 |
|
|
2014
Q3 | $104K | Hold |
20,720
| – | – | 0.01% | 527 |
|
|
2014
Q2 | $107K | Sell |
20,720
-5,377
| -21% | -$27.8K | 0.01% | 548 |
|
|
2014
Q1 | $136K | Sell |
26,097
-740
| -3% | -$3.86K | 0.02% | 537 |
|
|
2013
Q4 | $139K | Sell |
26,837
-2,300
| -8% | -$11.9K | 0.02% | 512 |
|
|
2013
Q3 | $155K | Buy |
29,137
+3,300
| +13% | +$17.6K | 0.02% | 497 |
|
|
2013
Q2 | $148K | Buy |
+25,837
| New | +$148K | 0.02% | 480 |
|