Independence Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-101,095
| Closed | -$459K | – | 90 |
|
|
2015
Q3 | $459K | Sell |
101,095
-54,644
| -35% | -$248K | 0.47% | 45 |
|
|
2015
Q2 | $720K | Hold |
155,739
| – | – | 0.48% | 39 |
|
|
2015
Q1 | $758K | Sell |
155,739
-4,773
| -3% | -$23.2K | 0.48% | 41 |
|
|
2014
Q4 | $766K | Buy |
160,512
+130,151
| +429% | +$621K | 0.46% | 42 |
|
|
2014
Q3 | $152K | Buy |
30,361
+16,216
| +115% | +$81.2K | 0.1% | 105 |
|
|
2014
Q2 | $75K | Hold |
14,145
| – | – | 0.05% | 110 |
|
|
2014
Q1 | $73K | Hold |
14,145
| – | – | 0.05% | 108 |
|
|
2013
Q4 | $73K | Buy |
+14,145
| New | +$73K | 0.05% | 113 |
|