Concord Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5K | Hold |
3,857
| – | – | ﹤0.01% | 534 |
|
|
2025
Q1 | $10.4K | Hold |
3,857
| – | – | ﹤0.01% | 504 |
|
|
2024
Q4 | $10.3K | Hold |
3,857
| – | – | ﹤0.01% | 524 |
|
|
2024
Q3 | $10.5K | Hold |
3,857
| – | – | ﹤0.01% | 555 |
|
|
2024
Q2 | $10.3K | Hold |
3,857
| – | – | ﹤0.01% | 508 |
|
|
2024
Q1 | $10.3K | Hold |
3,857
| – | – | ﹤0.01% | 569 |
|
|
2023
Q4 | $10.3K | Hold |
3,857
| – | – | ﹤0.01% | 565 |
|
|
2023
Q3 | $10.3K | Hold |
3,857
| – | – | ﹤0.01% | 610 |
|
|
2023
Q2 | $10.6K | Hold |
3,857
| – | – | ﹤0.01% | 594 |
|
|
2023
Q1 | $10.7K | Hold |
3,857
| – | – | ﹤0.01% | 582 |
|
|
2022
Q4 | $10.6K | Buy |
+3,857
| New | +$10.6K | ﹤0.01% | 625 |
|
|
2022
Q3 | – | Sell |
-3,857
| Closed | -$11K | – | 733 |
|
|
2022
Q2 | $11K | Hold |
3,857
| – | – | ﹤0.01% | 671 |
|
|
2022
Q1 | $12K | Hold |
3,857
| – | – | ﹤0.01% | 741 |
|
|
2021
Q4 | $14K | Hold |
3,857
| – | – | ﹤0.01% | 716 |
|
|
2021
Q3 | $14K | Hold |
3,857
| – | – | 0.01% | 427 |
|
|
2021
Q2 | $14K | Hold |
3,857
| – | – | ﹤0.01% | 567 |
|
|
2021
Q1 | $14K | Hold |
3,857
| – | – | ﹤0.01% | 530 |
|
|
2020
Q4 | $15K | Buy |
+3,857
| New | +$15K | 0.01% | 332 |
|