Northstar Wealth Partners’s MFS Multimarket Income Trust MMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-37,498
| Closed | -$209K | – | 175 |
|
|
2020
Q2 | $209K | Buy |
37,498
+1,040
| +3% | +$5.8K | 0.09% | 169 |
|
|
2020
Q1 | $183K | Buy |
36,458
+5,042
| +16% | +$25.3K | 0.09% | 155 |
|
|
2019
Q4 | $192K | Buy |
31,416
+38
| +0.1% | +$232 | 0.08% | 181 |
|
|
2019
Q3 | $185K | Buy |
31,378
+39
| +0.1% | +$230 | 0.08% | 175 |
|
|
2019
Q2 | $183K | Buy |
31,339
+3,070
| +11% | +$17.9K | 0.08% | 179 |
|
|
2019
Q1 | $161K | Hold |
28,269
| – | – | 0.07% | 179 |
|
|
2018
Q4 | $145K | Hold |
28,269
| – | – | 0.08% | 164 |
|
|
2018
Q3 | $156K | Buy |
28,269
+2,140
| +8% | +$11.8K | 0.07% | 174 |
|
|
2018
Q2 | $147K | Hold |
26,129
| – | – | 0.07% | 181 |
|
|
2018
Q1 | $150K | Buy |
26,129
+8,635
| +49% | +$49.6K | 0.08% | 181 |
|
|
2017
Q4 | $107K | Hold |
17,494
| – | – | 0.1% | 130 |
|
|
2017
Q3 | $108K | Hold |
17,494
| – | – | 0.11% | 121 |
|
|
2017
Q2 | $108K | Buy |
17,494
+2,110
| +14% | +$13K | 0.1% | 134 |
|
|
2017
Q1 | $94K | Buy |
+15,384
| New | +$94K | 0.09% | 133 |
|