LPL Financial’s MFS SPECIAL VALUE TRUST MFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $145K | Sell |
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|
2023
Q4 | $160K | Sell |
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|
2023
Q3 | $261K | Buy |
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|
2023
Q2 | $272K | Buy |
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|
2023
Q1 | $280K | Buy |
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|
2022
Q4 | $275K | Buy |
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|
2022
Q3 | $238K | Sell |
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|
2022
Q2 | $347K | Buy |
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|
2022
Q1 | $368K | Buy |
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|
2021
Q4 | $389K | Hold |
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|
2021
Q3 | $378K | Sell |
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|
2021
Q2 | $396K | Buy |
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|
2021
Q1 | $343K | Buy |
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|
2020
Q4 | $260K | Buy |
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|
2020
Q3 | $225K | Sell |
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|
2020
Q2 | $236K | Buy |
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|
2020
Q1 | $208K | Buy |
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|
2019
Q4 | $244K | Hold |
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|
2019
Q3 | $227K | Sell |
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|
2019
Q2 | $265K | Buy |
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|
2019
Q1 | $106K | Sell |
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|
2018
Q4 | $100K | Sell |
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|
2018
Q3 | $117K | Hold |
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|
2018
Q2 | $115K | Buy |
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|
2018
Q1 | $98K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $57K | Hold |
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|
2015
Q4 | $57K | Buy |
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