J.P. Morgan Private Wealth Advisors’s MFS Municipal Income Trust MFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-20,385
| Closed | -$132K | – | 1536 |
|
|
2018
Q3 | $132K | Hold |
20,385
| – | – | ﹤0.01% | 1513 |
|
|
2018
Q2 | $134K | Sell |
20,385
-33,350
| -62% | -$219K | ﹤0.01% | 1403 |
|
|
2018
Q1 | $350K | Buy |
53,735
+33,350
| +164% | +$217K | ﹤0.01% | 991 |
|
|
2017
Q4 | $140K | Hold |
20,385
| – | – | ﹤0.01% | 1216 |
|
|
2017
Q3 | $147K | Hold |
20,385
| – | – | ﹤0.01% | 1180 |
|
|
2017
Q2 | $145K | Buy |
20,385
+92
| +0.5% | +$654 | ﹤0.01% | 1173 |
|
|
2017
Q1 | $141K | Buy |
20,293
+274
| +1% | +$1.9K | ﹤0.01% | 1280 |
|
|
2016
Q4 | $133K | Buy |
20,019
+272
| +1% | +$1.81K | ﹤0.01% | 1196 |
|
|
2016
Q3 | $148K | Buy |
19,747
+248
| +1% | +$1.86K | ﹤0.01% | 1171 |
|
|
2016
Q2 | $148K | Sell |
19,499
-33,106
| -63% | -$251K | ﹤0.01% | 1187 |
|
|
2016
Q1 | $376K | Buy |
52,605
+255
| +0.5% | +$1.82K | ﹤0.01% | 860 |
|
|
2015
Q4 | $356K | Buy |
+52,350
| New | +$356K | ﹤0.01% | 803 |
|