Doliver Advisors’s MFS SPECIAL VALUE TRUST MFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-13,679
| Closed | -$77K | – | 310 |
|
|
2018
Q2 | $77K | Buy |
+13,679
| New | +$77K | 0.03% | 304 |
|
|
2015
Q4 | – | Sell |
-11,917
| Closed | -$62K | – | 216 |
|
|
2015
Q3 | $62K | Buy |
+11,917
| New | +$62K | 0.05% | 193 |
|
|
2015
Q2 | – | Sell |
-12,070
| Closed | -$80K | – | 325 |
|
|
2015
Q1 | $80K | Sell |
12,070
-1,408
| -10% | -$9.33K | 0.05% | 249 |
|
|
2014
Q4 | $97K | Buy |
+13,478
| New | +$97K | 0.07% | 217 |
|