Creative Planning’s MFS Intermediate High Income Fund CIF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-26,258
| Closed | -$42.8K | – | 2835 |
|
2023
Q2 | $42.8K | Buy |
+26,258
| New | +$42.8K | ﹤0.01% | 2429 |
|
2021
Q3 | – | Sell |
-13,416
| Closed | -$45K | – | 2065 |
|
2021
Q2 | $45K | Buy |
+13,416
| New | +$45K | ﹤0.01% | 1924 |
|
2018
Q2 | – | Sell |
-36,493
| Closed | -$103K | – | 1925 |
|
2018
Q1 | $103K | Sell |
36,493
-966
| -3% | -$2.73K | ﹤0.01% | 1727 |
|
2017
Q4 | $110K | Buy |
37,459
+733
| +2% | +$2.15K | ﹤0.01% | 1708 |
|
2017
Q3 | $108K | Buy |
+36,726
| New | +$108K | ﹤0.01% | 1692 |
|