Creative Planning’s MFS Multimarket Income Trust MMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,000
| Closed | -$32.8K | – | 3603 |
|
|
2024
Q4 | $32.8K | Buy |
+7,000
| New | +$32.8K | ﹤0.01% | 3279 |
|
|
2024
Q1 | – | Sell |
-11,419
| Closed | -$52K | – | 2902 |
|
|
2023
Q4 | $52K | Buy |
+11,419
| New | +$52K | ﹤0.01% | 2627 |
|
|
2022
Q3 | – | Sell |
-10,452
| Closed | -$48K | – | 2291 |
|
|
2022
Q2 | $48K | Buy |
10,452
+313
| +3% | +$1.44K | ﹤0.01% | 2038 |
|
|
2022
Q1 | $54K | Hold |
10,139
| – | – | ﹤0.01% | 2046 |
|
|
2021
Q4 | $65K | Buy |
+10,139
| New | +$65K | ﹤0.01% | 1982 |
|
|
2021
Q1 | – | Sell |
-35,602
| Closed | -$218K | – | 2377 |
|
|
2020
Q4 | $218K | Buy |
35,602
+6,627
| +23% | +$40.6K | ﹤0.01% | 1803 |
|
|
2020
Q3 | $163K | Buy |
+28,975
| New | +$163K | ﹤0.01% | 1699 |
|
|
2020
Q1 | – | Sell |
-10,931
| Closed | -$67K | – | 1853 |
|
|
2019
Q4 | $67K | Sell |
10,931
-630
| -5% | -$3.86K | ﹤0.01% | 1774 |
|
|
2019
Q3 | $68K | Buy |
11,561
+917
| +9% | +$5.39K | ﹤0.01% | 1744 |
|
|
2019
Q2 | $62K | Buy |
+10,644
| New | +$62K | ﹤0.01% | 1774 |
|
|
2017
Q3 | – | Sell |
-10,135
| Closed | -$63K | – | 2913 |
|
|
2017
Q2 | $63K | Buy |
10,135
+3,295
| +48% | +$20.5K | ﹤0.01% | 2314 |
|
|
2017
Q1 | $42K | Sell |
6,840
-5,181
| -43% | -$31.8K | ﹤0.01% | 2585 |
|
|
2016
Q4 | $73K | Buy |
12,021
+6,721
| +127% | +$40.8K | ﹤0.01% | 2066 |
|
|
2016
Q3 | $32K | Buy |
5,300
+1,250
| +31% | +$7.55K | ﹤0.01% | 2672 |
|
|
2016
Q2 | $25K | Sell |
4,050
-48,220
| -92% | -$298K | ﹤0.01% | 2612 |
|
|
2016
Q1 | $305K | Sell |
52,270
-2,502
| -5% | -$14.6K | ﹤0.01% | 985 |
|
|
2015
Q4 | $302K | Buy |
54,772
+150
| +0.3% | +$827 | ﹤0.01% | 979 |
|
|
2015
Q3 | $305K | Hold |
54,622
| – | – | ﹤0.01% | 956 |
|
|
2015
Q2 | $332K | Buy |
54,622
+1,000
| +2% | +$6.08K | ﹤0.01% | 771 |
|
|
2015
Q1 | $340K | Hold |
53,622
| – | – | ﹤0.01% | 928 |
|
|
2014
Q4 | $349K | Buy |
53,622
+528
| +1% | +$3.44K | ﹤0.01% | 863 |
|
|
2014
Q3 | $341K | Buy |
53,094
+41,886
| +374% | +$269K | ﹤0.01% | 810 |
|
|
2014
Q2 | $75K | Buy |
11,208
+4,450
| +66% | +$29.8K | ﹤0.01% | 1599 |
|
|
2014
Q1 | $44K | Sell |
6,758
-103
| -2% | -$671 | ﹤0.01% | 1871 |
|
|
2013
Q4 | $45K | Buy |
+6,861
| New | +$45K | ﹤0.01% | 1674 |
|
|
2013
Q3 | – | Sell |
-2,001
| Closed | -$13K | – | 3296 |
|
|
2013
Q2 | $13K | Buy |
+2,001
| New | +$13K | ﹤0.01% | 2153 |
|