Geneos Wealth Management’s MFS Municipal Income Trust MFM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,900
| Closed | -$20K | – | 2522 |
|
|
2019
Q2 | $20K | Hold |
2,900
| – | – | ﹤0.01% | 1628 |
|
|
2019
Q1 | $20K | Hold |
2,900
| – | – | ﹤0.01% | 1571 |
|
|
2018
Q4 | $17K | Hold |
2,900
| – | – | ﹤0.01% | 1570 |
|
|
2018
Q3 | $18K | Buy |
+2,900
| New | +$18K | ﹤0.01% | 1622 |
|
|
2018
Q2 | – | Sell |
-2,900
| Closed | -$18K | – | 2302 |
|
|
2018
Q1 | $18K | Hold |
2,900
| – | – | ﹤0.01% | 1433 |
|
|
2017
Q4 | $19K | Hold |
2,900
| – | – | ﹤0.01% | 1406 |
|
|
2017
Q3 | $20K | Hold |
2,900
| – | – | ﹤0.01% | 1319 |
|
|
2017
Q2 | $20K | Hold |
2,900
| – | – | ﹤0.01% | 1282 |
|
|
2017
Q1 | $20K | Hold |
2,900
| – | – | ﹤0.01% | 1240 |
|
|
2016
Q4 | $19K | Sell |
2,900
-500
| -15% | -$3.28K | ﹤0.01% | 1205 |
|
|
2016
Q3 | $25K | Hold |
3,400
| – | – | ﹤0.01% | 1050 |
|
|
2016
Q2 | $25K | Hold |
3,400
| – | – | ﹤0.01% | 1040 |
|
|
2016
Q1 | $24K | Buy |
+3,400
| New | +$24K | ﹤0.01% | 1030 |
|