HighTower Advisors’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 | $36K | Hold |
13,300
| – | – | ﹤0.01% | 3528 |
|
2025
Q1 | $35.8K | Hold |
13,300
| – | – | ﹤0.01% | 3431 |
|
2024
Q4 | $35.4K | Hold |
13,300
| – | – | ﹤0.01% | 3419 |
|
2024
Q3 | $36K | Hold |
13,300
| – | – | ﹤0.01% | 3392 |
|
2024
Q2 | $36K | Sell |
13,300
-29,500
| -69% | -$79.9K | ﹤0.01% | 3286 |
|
2024
Q1 | $114K | Buy |
42,800
+21,000
| +96% | +$55.9K | ﹤0.01% | 3096 |
|
2023
Q4 | $58K | Sell |
21,800
-23,740
| -52% | -$63.2K | ﹤0.01% | 3222 |
|
2023
Q3 | $123K | Buy |
45,540
+15,504
| +52% | +$41.9K | ﹤0.01% | 3031 |
|
2023
Q2 | $83K | Sell |
30,036
-7,222
| -19% | -$20K | ﹤0.01% | 3072 |
|
2023
Q1 | $103K | Buy |
37,258
+1,500
| +4% | +$4.15K | ﹤0.01% | 2908 |
|
2022
Q4 | $99K | Buy |
35,758
+24,958
| +231% | +$69.1K | ﹤0.01% | 2901 |
|
2022
Q3 | $30K | Hold |
10,800
| – | – | ﹤0.01% | 2881 |
|
2022
Q2 | $32K | Hold |
10,800
| – | – | ﹤0.01% | 2900 |
|
2022
Q1 | $34K | Sell |
10,800
-421
| -4% | -$1.33K | ﹤0.01% | 3042 |
|
2021
Q4 | $41K | Buy |
11,221
+421
| +4% | +$1.54K | ﹤0.01% | 2970 |
|
2021
Q3 | $39K | Sell |
10,800
-714
| -6% | -$2.58K | ﹤0.01% | 2909 |
|
2021
Q2 | $43K | Buy |
11,514
+714
| +7% | +$2.67K | ﹤0.01% | 2851 |
|
2021
Q1 | $40K | Hold |
10,800
| – | – | ﹤0.01% | 2791 |
|
2020
Q4 | $41K | Hold |
10,800
| – | – | ﹤0.01% | 2341 |
|
2020
Q3 | $40K | Hold |
10,800
| – | – | ﹤0.01% | 2266 |
|
2020
Q2 | $40K | Hold |
10,800
| – | – | ﹤0.01% | 2158 |
|
2020
Q1 | $39K | Hold |
10,800
| – | – | ﹤0.01% | 1993 |
|
2019
Q4 | $41K | Sell |
10,800
-1,000
| -8% | -$3.8K | ﹤0.01% | 2096 |
|
2019
Q3 | $45K | Hold |
11,800
| – | – | ﹤0.01% | 2204 |
|
2019
Q2 | $46K | Sell |
11,800
-2,100
| -15% | -$8.19K | ﹤0.01% | 2189 |
|
2019
Q1 | $53K | Hold |
13,900
| – | – | ﹤0.01% | 2097 |
|
2018
Q4 | $52K | Buy |
+13,900
| New | +$52K | ﹤0.01% | 1997 |
|
2016
Q1 | – | Sell |
-91,261
| Closed | -$418K | – | 2060 |
|
2015
Q4 | $418K | Hold |
91,261
| – | – | 0.01% | 1411 |
|
2015
Q3 | $416K | Buy |
91,261
+21,300
| +30% | +$97.1K | 0.01% | 1289 |
|
2015
Q2 | $323K | Buy |
+69,961
| New | +$323K | 0.01% | 1160 |
|
2015
Q1 | – | Sell |
-44,000
| Closed | -$210K | – | 1665 |
|
2014
Q4 | $210K | Buy |
+44,000
| New | +$210K | ﹤0.01% | 1375 |
|
2014
Q2 | – | Sell |
-37,900
| Closed | -$196K | – | 1585 |
|
2014
Q1 | $196K | Hold |
37,900
| – | – | ﹤0.01% | 1316 |
|
2013
Q4 | $196K | Buy |
37,900
+21,900
| +137% | +$113K | ﹤0.01% | 1305 |
|
2013
Q3 | $85K | Buy |
+16,000
| New | +$85K | ﹤0.01% | 1200 |
|