Evoke Wealth’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 | $889K | Hold |
328,000
| – | – | 0.02% | 243 |
|
|
2025
Q1 | $882K | Hold |
328,000
| – | – | 0.02% | 209 |
|
|
2024
Q4 | $872K | Buy |
328,000
+3,000
| +0.9% | +$7.98K | 0.02% | 195 |
|
|
2024
Q3 | $884K | Buy |
325,000
+142,000
| +78% | +$386K | 0.02% | 193 |
|
|
2024
Q2 | $487K | Sell |
183,000
-194,000
| -51% | -$516K | 0.57% | 35 |
|
|
2024
Q1 | $1M | Buy |
377,000
+347,000
| +1,157% | +$923K | 0.03% | 177 |
|
|
2023
Q4 | $80.4K | Sell |
30,000
-347,000
| -92% | -$930K | 0.13% | 84 |
|
|
2023
Q3 | $1.01M | Hold |
377,000
| – | – | 0.04% | 176 |
|
|
2023
Q2 | $1.03M | Sell |
377,000
-36,100
| -9% | -$98.9K | 0.04% | 159 |
|
|
2023
Q1 | $1.14M | Hold |
413,100
| – | – | 0.04% | 150 |
|
|
2022
Q4 | $1.14M | Sell |
413,100
-26,667
| -6% | -$73.6K | 0.04% | 150 |
|
|
2022
Q3 | $1.24M | Hold |
439,767
| – | – | 0.05% | 136 |
|
|
2022
Q2 | $1.31M | Hold |
439,767
| – | – | 0.05% | 136 |
|
|
2022
Q1 | $1.39M | Sell |
439,767
-301,229
| -41% | -$949K | 0.05% | 141 |
|
|
2021
Q4 | $2.66M | Buy |
740,996
+5,663
| +0.8% | +$20.3K | 0.08% | 106 |
|
|
2021
Q3 | $2.66M | Buy |
735,333
+30,000
| +4% | +$109K | 0.1% | 104 |
|
|
2021
Q2 | $2.64M | Buy |
705,333
+40,000
| +6% | +$150K | 0.1% | 110 |
|
|
2021
Q1 | $2.48M | Buy |
665,333
+67,300
| +11% | +$250K | 0.11% | 102 |
|
|
2020
Q4 | $2.28M | Buy |
598,033
+103,033
| +21% | +$393K | 0.15% | 45 |
|
|
2020
Q3 | $1.85M | Buy |
495,000
+417,000
| +535% | +$1.56M | 0.15% | 48 |
|
|
2020
Q2 | $289K | Buy |
+78,000
| New | +$289K | 0.03% | 159 |
|