Kovitz Investment Group Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $553K | Buy |
+204,095
| New | +$553K | ﹤0.01% | 940 |
|
|
2025
Q1 | – | Sell |
-214,737
| Closed | -$571K | – | 1274 |
|
|
2024
Q4 | $571K | Sell |
214,737
-11,116
| -5% | -$29.6K | ﹤0.01% | 852 |
|
|
2024
Q3 | $604K | Buy |
+225,853
| New | +$604K | ﹤0.01% | 721 |
|
|
2019
Q1 | – | Sell |
-645,481
| Closed | -$2.37M | – | 364 |
|
|
2018
Q4 | $2.37M | Sell |
645,481
-30,470
| -5% | -$112K | 0.09% | 132 |
|
|
2018
Q3 | $2.54M | Sell |
675,951
-12,525
| -2% | -$47.1K | 0.12% | 50 |
|
|
2018
Q2 | $2.66M | Sell |
688,476
-12,930
| -2% | -$49.9K | 0.12% | 51 |
|
|
2018
Q1 | $2.76M | Sell |
701,406
-135,576
| -16% | -$533K | 0.13% | 50 |
|
|
2017
Q4 | $3.47K | Sell |
836,982
-20,120
| -2% | -$83 | 0.15% | 49 |
|
|
2017
Q3 | $3.67M | Sell |
857,102
-1,345
| -0.2% | -$5.76K | 0.18% | 43 |
|
|
2017
Q2 | $3.71M | Hold |
858,447
| – | – | 0.2% | 43 |
|
|
2017
Q1 | $3.7M | Buy |
+858,447
| New | +$3.7M | 0.2% | 46 |
|
|
2016
Q4 | – | Sell |
-861,057
| Closed | -$3.9M | – | 124 |
|
|
2016
Q3 | $3.9M | Sell |
861,057
-7,321
| -0.8% | -$33.2K | 0.24% | 45 |
|
|
2016
Q2 | $4.03M | Sell |
868,378
-26,725
| -3% | -$124K | 0.28% | 47 |
|
|
2016
Q1 | $4.13M | Buy |
+895,103
| New | +$4.13M | 0.24% | 45 |
|