HHM Wealth Advisors’s MFS SPECIAL VALUE TRUST MFV Stock Holding History

HHM Wealth Advisors’s Portfolio MFV Stock Details MFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-802	Closed	-$3.57K	–	870
2024 Q1	$3.57K	Hold	802	–	–	﹤0.01%	653
2023 Q4	$3.28K	Hold	802	–	–	﹤0.01%	659
2023 Q3	$3.13K	Hold	802	–	–	﹤0.01%	687
2023 Q2	$3.27K	Hold	802	–	–	﹤0.01%	705
2023 Q1	$3.38K	Buy	+802	New	+$3.53K	﹤0.01%	686
2022 Q4	–	Sell	-802	Closed	-$3K	–	750
2022 Q3	$3K	Hold	802	–	–	﹤0.01%	587
2022 Q2	$4K	Buy	+802	New	+$4.46K	﹤0.01%	689

HHM Wealth Advisors's MFV Position: Q2 2024 in Review

HHM Wealth Advisors sold out of MFS SPECIAL VALUE TRUST (MFV) in Q2 2024, closing a stake of 802 shares — an estimated $3.57K sold.

HHM Wealth Advisors first reported a position in MFV in Q2 2022 and held it in 7 quarters. The position peaked at $4K in Q2 2022. 0 funds tracked by Wall St. Rank hold MFV as of Q2 2024.

HHM Wealth Advisors reported no remaining MFS SPECIAL VALUE TRUST position as of Q2 2024 after selling out during the quarter.
HHM Wealth Advisors sold 802 MFS SPECIAL VALUE TRUST shares in Q2 2024, an estimated $3.57K.
HHM Wealth Advisors first reported a position in MFS SPECIAL VALUE TRUST in Q2 2022 and held it in 7 quarters.
HHM Wealth Advisors's MFS SPECIAL VALUE TRUST position peaked at $4K in Q2 2022.
0 funds tracked by Wall St. Rank held MFS SPECIAL VALUE TRUST as of Q2 2024.

Based on HHM Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.