Dynamic Advisor Solutions’s MFS Intermediate Income Trust MIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-15,675
| Closed | -$42K | – | 918 |
|
|
2023
Q3 | $42K | Sell |
15,675
-29,012
| -65% | -$77.8K | ﹤0.01% | 826 |
|
|
2023
Q2 | $122K | Sell |
44,687
-9,872
| -18% | -$27K | 0.01% | 766 |
|
|
2023
Q1 | $151K | Sell |
54,559
-3,784
| -6% | -$10.5K | 0.01% | 711 |
|
|
2022
Q4 | $161K | Sell |
58,343
-4,398
| -7% | -$12.1K | 0.01% | 681 |
|
|
2022
Q3 | $176K | Sell |
62,741
-21,549
| -26% | -$60.4K | 0.01% | 636 |
|
|
2022
Q2 | $250K | Sell |
84,290
-7,226
| -8% | -$21.4K | 0.02% | 583 |
|
|
2022
Q1 | $288K | Buy |
91,516
+7,907
| +9% | +$24.9K | 0.02% | 571 |
|
|
2021
Q4 | $300K | Sell |
83,609
-5,359
| -6% | -$19.2K | 0.02% | 562 |
|
|
2021
Q3 | $322K | Sell |
88,968
-2,450
| -3% | -$8.87K | 0.02% | 560 |
|
|
2021
Q2 | $342K | Sell |
91,418
-23,461
| -20% | -$87.8K | 0.03% | 511 |
|
|
2021
Q1 | $427K | Sell |
114,879
-144,893
| -56% | -$539K | 0.04% | 416 |
|
|
2020
Q4 | $990K | Buy |
259,772
+21,963
| +9% | +$83.7K | 0.09% | 243 |
|
|
2020
Q3 | $887K | Buy |
237,809
+107,622
| +83% | +$401K | 0.1% | 226 |
|
|
2020
Q2 | $482K | Buy |
130,187
+31,046
| +31% | +$115K | 0.07% | 281 |
|
|
2020
Q1 | $357K | Sell |
99,141
-2,133
| -2% | -$7.68K | 0.07% | 302 |
|
|
2019
Q4 | $385K | Buy |
101,274
+12,089
| +14% | +$46K | 0.05% | 352 |
|
|
2019
Q3 | $341K | Buy |
89,185
+23,126
| +35% | +$88.4K | 0.05% | 348 |
|
|
2019
Q2 | $255K | Sell |
66,059
-3,979
| -6% | -$15.4K | 0.04% | 393 |
|
|
2019
Q1 | $266K | Buy |
70,038
+13,482
| +24% | +$51.2K | 0.05% | 322 |
|
|
2018
Q4 | $208K | Sell |
56,556
-2,998
| -5% | -$11K | 0.04% | 348 |
|
|
2018
Q3 | $224K | Sell |
59,554
-729
| -1% | -$2.74K | 0.05% | 349 |
|
|
2018
Q2 | $233K | Sell |
60,283
-3,151
| -5% | -$12.2K | 0.05% | 344 |
|
|
2018
Q1 | $249K | Buy |
+63,434
| New | +$249K | 0.06% | 291 |
|