IWM
MFV

Integrated Wealth Management’s MFS SPECIAL VALUE TRUST MFV Stock Holding History

Integrated Wealth Management’s Portfolio MFV Stock Details MFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,000
Closed -$5K – 1334
2015
Q4 		$5K Hold
1,000
– – ﹤0.01% 948
2015
Q3 		$5K Buy
+1,000
New +$5K ﹤0.01% 955