Doliver Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-19,213
| Closed | -$74K | – | 258 |
|
|
2018
Q2 | $74K | Sell |
19,213
-19,104
| -50% | -$73.6K | 0.03% | 306 |
|
|
2018
Q1 | $151K | Buy |
38,317
+9,624
| +34% | +$37.9K | 0.07% | 275 |
|
|
2017
Q4 | $119K | Sell |
28,693
-4,315
| -13% | -$17.9K | 0.05% | 279 |
|
|
2017
Q3 | $141K | Sell |
33,008
-89,215
| -73% | -$381K | 0.06% | 236 |
|
|
2017
Q2 | $528K | Sell |
122,223
-3,953
| -3% | -$17.1K | 0.26% | 86 |
|
|
2017
Q1 | $544K | Buy |
126,176
+49,527
| +65% | +$214K | 0.43% | 73 |
|
|
2016
Q4 | $340K | Buy |
76,649
+17,019
| +29% | +$75.5K | 0.29% | 115 |
|
|
2016
Q3 | $270K | Buy |
+59,630
| New | +$270K | 0.23% | 119 |
|
|
2015
Q3 | – | Sell |
-130,992
| Closed | -$605K | – | 237 |
|
|
2015
Q2 | $605K | Buy |
130,992
+110,110
| +527% | +$509K | 0.4% | 85 |
|
|
2015
Q1 | $102K | Sell |
20,882
-83,044
| -80% | -$406K | 0.07% | 245 |
|
|
2014
Q4 | $496K | Buy |
103,926
+47,811
| +85% | +$228K | 0.35% | 93 |
|
|
2014
Q3 | $281K | Buy |
+56,115
| New | +$281K | 0.19% | 197 |
|
|
2013
Q4 | – | Sell |
-102,611
| Closed | -$545K | – | 311 |
|
|
2013
Q3 | $545K | Sell |
102,611
-174,819
| -63% | -$929K | 0.33% | 113 |
|
|
2013
Q2 | $1.89M | Buy |
+277,430
| New | +$1.89M | 1.11% | 4 |
|