Integrated Wealth Concepts’s MFS Municipal Income Trust MFM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.8K | Hold |
18,728
| – | – | ﹤0.01% | 1832 |
|
|
2025
Q1 | $99.3K | Buy |
18,728
+1,382
| +8% | +$7.33K | ﹤0.01% | 1674 |
|
|
2024
Q4 | $92.8K | Sell |
17,346
-10,834
| -38% | -$58K | ﹤0.01% | 1658 |
|
|
2024
Q3 | $161K | Sell |
28,180
-1,100
| -4% | -$6.29K | ﹤0.01% | 1578 |
|
|
2024
Q2 | $160K | Sell |
29,280
-2,597
| -8% | -$14.2K | ﹤0.01% | 1551 |
|
|
2024
Q1 | $171K | Sell |
31,877
-186
| -0.6% | -$999 | ﹤0.01% | 1546 |
|
|
2023
Q4 | $166K | Sell |
32,063
-13,229
| -29% | -$68.4K | ﹤0.01% | 1491 |
|
|
2023
Q3 | $206K | Hold |
45,292
| – | – | ﹤0.01% | 1401 |
|
|
2023
Q2 | $231K | Sell |
45,292
-20,312
| -31% | -$104K | ﹤0.01% | 1349 |
|
|
2023
Q1 | $350K | Sell |
65,604
-1,273
| -2% | -$6.79K | 0.01% | 987 |
|
|
2022
Q4 | $346K | Sell |
66,877
-109,125
| -62% | -$565K | 0.01% | 770 |
|
|
2022
Q3 | $852K | Buy |
176,002
+92,667
| +111% | +$449K | 0.03% | 457 |
|
|
2022
Q2 | $453K | Buy |
+83,335
| New | +$453K | 0.01% | 633 |
|