Kestra Advisory Services’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-11,251
| Closed | -$51.2K | – | 2311 |
|
2023
Q3 | $51.2K | Buy |
11,251
+108
| +1% | +$491 | ﹤0.01% | 2052 |
|
2023
Q2 | $56.8K | Buy |
11,143
+106
| +1% | +$541 | ﹤0.01% | 2040 |
|
2023
Q1 | $58.9K | Sell |
11,037
-816
| -7% | -$4.36K | ﹤0.01% | 1986 |
|
2022
Q4 | $61.4K | Buy |
11,853
+496
| +4% | +$2.57K | ﹤0.01% | 2168 |
|
2022
Q3 | $55K | Buy |
+11,357
| New | +$55K | ﹤0.01% | 2024 |
|
2021
Q4 | – | Sell |
-39,990
| Closed | -$280K | – | 2117 |
|
2021
Q3 | $280K | Buy |
39,990
+52
| +0.1% | +$364 | ﹤0.01% | 1726 |
|
2021
Q2 | $285K | Buy |
39,938
+420
| +1% | +$3K | ﹤0.01% | 1598 |
|
2021
Q1 | $270K | Sell |
39,518
-60,038
| -60% | -$410K | ﹤0.01% | 1524 |
|
2020
Q4 | $656K | Buy |
99,556
+53,954
| +118% | +$356K | 0.01% | 1068 |
|
2020
Q3 | $293K | Buy |
+45,602
| New | +$293K | 0.01% | 1128 |
|