EP Wealth Advisors’s MFS Intermediate Income Trust MIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.8K | Sell |
11,750
-4,000
| -25% | -$10.8K | ﹤0.01% | 1414 |
|
|
2025
Q1 | $42.4K | Buy |
+15,750
| New | +$42.4K | ﹤0.01% | 1270 |
|
|
2024
Q4 | – | Sell |
-15,750
| Closed | -$42.8K | – | 1295 |
|
|
2024
Q3 | $42.8K | Buy |
15,750
+4,250
| +37% | +$11.6K | ﹤0.01% | 1168 |
|
|
2024
Q2 | $30.6K | Hold |
11,500
| – | – | ﹤0.01% | 842 |
|
|
2024
Q1 | $30.6K | Hold |
11,500
| – | – | ﹤0.01% | 823 |
|
|
2023
Q4 | $30.8K | Hold |
11,500
| – | – | ﹤0.01% | 806 |
|
|
2023
Q3 | $30.8K | Buy |
+11,500
| New | +$30.8K | ﹤0.01% | 744 |
|