MWM
MFM
Melfa Wealth Management’s MFS Municipal Income Trust MFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $585K | Hold |
113,224
| – | – | 0.37% | 67 |
|
|
2025
Q1 | $600K | Hold |
113,224
| – | – | 0.41% | 63 |
|
|
2024
Q4 | $606K | Sell |
113,224
-352
| -0.3% | -$1.88K | 0.41% | 63 |
|
|
2024
Q3 | $650K | Sell |
113,576
-1,854
| -2% | -$10.6K | 0.43% | 59 |
|
|
2024
Q2 | $630K | Hold |
115,430
| – | – | 0.44% | 57 |
|
|
2024
Q1 | $620K | Buy |
115,430
+68
| +0.1% | +$365 | 0.45% | 56 |
|
|
2023
Q4 | $596K | Hold |
115,362
| – | – | 0.56% | 45 |
|
|
2023
Q3 | $525K | Buy |
115,362
+14,800
| +15% | +$67.3K | 0.57% | 44 |
|
|
2023
Q2 | $513K | Hold |
100,562
| – | – | 0.52% | 52 |
|
|
2023
Q1 | $537K | Hold |
100,562
| – | – | 0.54% | 47 |
|
|
2022
Q4 | $521K | Buy |
+100,562
| New | +$521K | 0.54% | 49 |
|