Concourse Financial Group Securities’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
Q1 | – | Hold |
0
| – | – | – | 5028 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 5984 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 5973 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 5997 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 5997 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 5934 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 5819 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 5689 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 5484 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 5476 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 5292 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 5293 |
|
|
2022
Q1 | – | Sell |
-7,000
| Closed | -$25K | – | 5192 |
|
|
2021
Q4 | $25K | Sell |
7,000
-1,750
| -20% | -$6.25K | ﹤0.01% | 1556 |
|
|
2021
Q3 | $32K | Sell |
8,750
-2,108
| -19% | -$7.71K | ﹤0.01% | 1493 |
|
|
2021
Q2 | $41K | Hold |
10,858
| – | – | ﹤0.01% | 1384 |
|
|
2021
Q1 | $40K | Hold |
10,858
| – | – | ﹤0.01% | 1302 |
|
|
2020
Q4 | $41K | Hold |
10,858
| – | – | ﹤0.01% | 1207 |
|
|
2020
Q3 | $41K | Hold |
10,858
| – | – | ﹤0.01% | 1135 |
|
|
2020
Q2 | $40K | Buy |
10,858
+2,108
| +24% | +$7.77K | ﹤0.01% | 1054 |
|
|
2020
Q1 | $32K | Hold |
8,750
| – | – | ﹤0.01% | 1065 |
|
|
2019
Q4 | $33K | Buy |
8,750
+7,000
| +400% | +$26.4K | ﹤0.01% | 1090 |
|
|
2019
Q3 | $7K | Sell |
1,750
-5,500
| -76% | -$22K | ﹤0.01% | 1241 |
|
|
2019
Q2 | $28K | Buy |
7,250
+1,750
| +32% | +$6.76K | ﹤0.01% | 1100 |
|
|
2019
Q1 | $20K | Hold |
5,500
| – | – | ﹤0.01% | 1273 |
|
|
2018
Q4 | $20K | Buy |
+5,500
| New | +$20K | ﹤0.01% | 1152 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 3792 |
|