HWA
MFV
HHM Wealth Advisors’s MFS SPECIAL VALUE TRUST MFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-802
| Closed | -$3.57K | – | 869 |
|
|
2024
Q1 | $3.57K | Hold |
802
| – | – | ﹤0.01% | 652 |
|
|
2023
Q4 | $3.28K | Hold |
802
| – | – | ﹤0.01% | 656 |
|
|
2023
Q3 | $3.13K | Hold |
802
| – | – | ﹤0.01% | 687 |
|
|
2023
Q2 | $3.27K | Hold |
802
| – | – | ﹤0.01% | 702 |
|
|
2023
Q1 | $3.38K | Buy |
+802
| New | +$3.38K | ﹤0.01% | 686 |
|
|
2022
Q4 | – | Sell |
-802
| Closed | -$3K | – | 752 |
|
|
2022
Q3 | $3K | Hold |
802
| – | – | ﹤0.01% | 587 |
|
|
2022
Q2 | $4K | Buy |
+802
| New | +$4K | ﹤0.01% | 689 |
|