Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-14,102
| Closed | -$42K | – | 2290 |
|
|
2022
Q2 | $42K | Buy |
+14,102
| New | +$42K | ﹤0.01% | 2052 |
|
|
2021
Q4 | – | Sell |
-12,202
| Closed | -$44K | – | 2132 |
|
|
2021
Q3 | $44K | Buy |
+12,202
| New | +$44K | ﹤0.01% | 1992 |
|
|
2019
Q1 | – | Sell |
-34,781
| Closed | -$128K | – | 1888 |
|
|
2018
Q4 | $128K | Buy |
34,781
+3,644
| +12% | +$13.4K | ﹤0.01% | 1581 |
|
|
2018
Q3 | $117K | Buy |
+31,137
| New | +$117K | ﹤0.01% | 1747 |
|
|
2017
Q3 | – | Sell |
-5,200
| Closed | -$22K | – | 2900 |
|
|
2017
Q2 | $22K | Sell |
5,200
-28,333
| -84% | -$120K | ﹤0.01% | 3088 |
|
|
2017
Q1 | $145K | Buy |
33,533
+8,300
| +33% | +$35.9K | ﹤0.01% | 1700 |
|
|
2016
Q4 | $112K | Hold |
25,233
| – | – | ﹤0.01% | 1780 |
|
|
2016
Q3 | $114K | Buy |
25,233
+2,000
| +9% | +$9.04K | ﹤0.01% | 1750 |
|
|
2016
Q2 | $108K | Sell |
23,233
-2,000
| -8% | -$9.3K | ﹤0.01% | 1625 |
|
|
2016
Q1 | $116K | Hold |
25,233
| – | – | ﹤0.01% | 1530 |
|
|
2015
Q4 | $115K | Hold |
25,233
| – | – | ﹤0.01% | 1539 |
|
|
2015
Q3 | $115K | Buy |
+25,233
| New | +$115K | ﹤0.01% | 1505 |
|
|
2015
Q2 | – | Sell |
-4,591
| Closed | -$22K | – | 2141 |
|
|
2015
Q1 | $22K | Hold |
4,591
| – | – | ﹤0.01% | 2626 |
|
|
2014
Q4 | $22K | Sell |
4,591
-2,039
| -31% | -$9.77K | ﹤0.01% | 2556 |
|
|
2014
Q3 | $33K | Buy |
6,630
+2,730
| +70% | +$13.6K | ﹤0.01% | 2168 |
|
|
2014
Q2 | $21K | Sell |
3,900
-400
| -9% | -$2.15K | ﹤0.01% | 2421 |
|
|
2014
Q1 | $22K | Sell |
4,300
-4,765
| -53% | -$24.4K | ﹤0.01% | 2283 |
|
|
2013
Q4 | $47K | Buy |
9,065
+3,415
| +60% | +$17.7K | ﹤0.01% | 1649 |
|
|
2013
Q3 | $30K | Sell |
5,650
-350
| -6% | -$1.86K | ﹤0.01% | 1848 |
|
|
2013
Q2 | $35K | Buy |
+6,000
| New | +$35K | ﹤0.01% | 1583 |
|