Dakota Wealth Management’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
Q2 | $178K | Hold |
65,553
| – | – | ﹤0.01% | 739 |
|
|
2025
Q1 | $176K | Sell |
65,553
-6,147
| -9% | -$16.5K | ﹤0.01% | 720 |
|
|
2024
Q4 | $191K | Hold |
71,700
| – | – | ﹤0.01% | 715 |
|
|
2024
Q3 | $195K | Hold |
71,700
| – | – | ﹤0.01% | 685 |
|
|
2024
Q2 | $191K | Buy |
71,700
+30,125
| +72% | +$80.1K | ﹤0.01% | 670 |
|
|
2024
Q1 | $111K | Buy |
41,575
+3,300
| +9% | +$8.78K | ﹤0.01% | 701 |
|
|
2023
Q4 | $103K | Hold |
38,275
| – | – | ﹤0.01% | 639 |
|
|
2023
Q3 | $103K | Hold |
38,275
| – | – | ﹤0.01% | 632 |
|
|
2023
Q2 | $105K | Buy |
38,275
+7,800
| +26% | +$21.4K | ﹤0.01% | 621 |
|
|
2023
Q1 | $84.4K | Hold |
30,475
| – | – | 0.01% | 605 |
|
|
2022
Q4 | $84.1K | Buy |
+30,475
| New | +$84.1K | 0.01% | 587 |
|
|
2021
Q3 | – | Sell |
-49,075
| Closed | -$183K | – | 358 |
|
|
2021
Q2 | $183K | Sell |
49,075
-25,325
| -34% | -$94.4K | 0.02% | 310 |
|
|
2021
Q1 | $276K | Hold |
74,400
| – | – | 0.04% | 265 |
|
|
2020
Q4 | $283K | Hold |
74,400
| – | – | 0.04% | 261 |
|
|
2020
Q3 | $278K | Hold |
74,400
| – | – | 0.04% | 228 |
|
|
2020
Q2 | $275K | Hold |
74,400
| – | – | 0.05% | 225 |
|
|
2020
Q1 | $268K | Buy |
+74,400
| New | +$268K | 0.06% | 208 |
|
|
2019
Q1 | – | Sell |
-68,675
| Closed | -$251K | – | 322 |
|
|
2018
Q4 | $251K | Hold |
68,675
| – | – | 0.06% | 240 |
|
|
2018
Q3 | $258K | Buy |
+68,675
| New | +$258K | 0.06% | 233 |
|