Creative Planning’s MFS Municipal Income Trust MFM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $931K | Sell |
180,170
-2,825
| -2% | -$14.6K | ﹤0.01% | 1916 |
|
|
2025
Q1 | $970K | Sell |
182,995
-39,069
| -18% | -$207K | ﹤0.01% | 1739 |
|
|
2024
Q4 | $1.19M | Buy |
+222,064
| New | +$1.19M | ﹤0.01% | 1505 |
|
|
2024
Q1 | – | Sell |
-18,246
| Closed | -$94.3K | – | 2901 |
|
|
2023
Q4 | $94.3K | Buy |
18,246
+3,446
| +23% | +$17.8K | ﹤0.01% | 2565 |
|
|
2023
Q3 | $67.3K | Buy |
+14,800
| New | +$67.3K | ﹤0.01% | 2437 |
|
|
2020
Q4 | – | Sell |
-12,266
| Closed | -$79K | – | 2156 |
|
|
2020
Q3 | $79K | Buy |
12,266
+1,149
| +10% | +$7.4K | ﹤0.01% | 1814 |
|
|
2020
Q2 | $69K | Hold |
11,117
| – | – | ﹤0.01% | 1692 |
|
|
2020
Q1 | $71K | Hold |
11,117
| – | – | ﹤0.01% | 1564 |
|
|
2019
Q4 | $79K | Sell |
11,117
-750
| -6% | -$5.33K | ﹤0.01% | 1761 |
|
|
2019
Q3 | $84K | Buy |
11,867
+400
| +3% | +$2.83K | ﹤0.01% | 1728 |
|
|
2019
Q2 | $80K | Hold |
11,467
| – | – | ﹤0.01% | 1753 |
|
|
2019
Q1 | $79K | Sell |
11,467
-8,500
| -43% | -$58.6K | ﹤0.01% | 1714 |
|
|
2018
Q4 | $123K | Buy |
+19,967
| New | +$123K | ﹤0.01% | 1596 |
|
|
2018
Q3 | – | Sell |
-11,413
| Closed | -$75K | – | 1975 |
|
|
2018
Q2 | $75K | Buy |
+11,413
| New | +$75K | ﹤0.01% | 1790 |
|
|
2018
Q1 | – | Sell |
-11,127
| Closed | -$76K | – | 1935 |
|
|
2017
Q4 | $76K | Buy |
+11,127
| New | +$76K | ﹤0.01% | 1749 |
|
|
2017
Q3 | – | Sell |
-10,335
| Closed | -$73K | – | 2888 |
|
|
2017
Q2 | $73K | Hold |
10,335
| – | – | ﹤0.01% | 2200 |
|
|
2017
Q1 | $72K | Sell |
10,335
-4,000
| -28% | -$27.9K | ﹤0.01% | 2171 |
|
|
2016
Q4 | $95K | Buy |
14,335
+4,000
| +39% | +$26.5K | ﹤0.01% | 1892 |
|
|
2016
Q3 | $77K | Buy |
10,335
+500
| +5% | +$3.73K | ﹤0.01% | 2022 |
|
|
2016
Q2 | $75K | Buy |
9,835
+3,000
| +44% | +$22.9K | ﹤0.01% | 1841 |
|
|
2016
Q1 | $49K | Sell |
6,835
-1,400
| -17% | -$10K | ﹤0.01% | 2112 |
|
|
2015
Q4 | $56K | Buy |
8,235
+1,400
| +20% | +$9.52K | ﹤0.01% | 2008 |
|
|
2015
Q3 | $44K | Buy |
+6,835
| New | +$44K | ﹤0.01% | 2122 |
|
|
2015
Q2 | – | Sell |
-5,774
| Closed | -$39K | – | 2122 |
|
|
2015
Q1 | $39K | Sell |
5,774
-1,500
| -21% | -$10.1K | ﹤0.01% | 2181 |
|
|
2014
Q4 | $48K | Buy |
7,274
+1,500
| +26% | +$9.9K | ﹤0.01% | 2016 |
|
|
2014
Q3 | $38K | Hold |
5,774
| – | – | ﹤0.01% | 2086 |
|
|
2014
Q2 | $38K | Hold |
5,774
| – | – | ﹤0.01% | 2035 |
|
|
2014
Q1 | $38K | Hold |
5,774
| – | – | ﹤0.01% | 1963 |
|
|
2013
Q4 | $36K | Sell |
5,774
-2,789
| -33% | -$17.4K | ﹤0.01% | 1814 |
|
|
2013
Q3 | $55K | Buy |
8,563
+820
| +11% | +$5.27K | ﹤0.01% | 1455 |
|
|
2013
Q2 | $53K | Buy |
+7,743
| New | +$53K | ﹤0.01% | 1349 |
|