HWA
MFV

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
2024
Q1 		$3.57K Hold
2023
Q4 		$3.28K Hold
2023
Q3 		$3.13K Hold
2023
Q2 		$3.27K Hold
2023
Q1 		$3.38K Buy
2022
Q4 		– Sell
2022
Q3 		$3K Hold
2022
Q2 		$4K Buy