Optimum Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-26,996
| Closed | -$73.4K | – | 630 |
|
|
2024
Q3 | $73.4K | Hold |
26,996
| – | – | 0.03% | 309 |
|
|
2024
Q2 | $71.8K | Sell |
26,996
-26,995
| -50% | -$71.8K | 0.03% | 311 |
|
|
2024
Q1 | $144K | Hold |
53,991
| – | – | 0.07% | 224 |
|
|
2023
Q4 | $145K | Hold |
53,991
| – | – | 0.07% | 210 |
|
|
2023
Q3 | $145K | Hold |
53,991
| – | – | 0.07% | 212 |
|
|
2023
Q2 | $148K | Hold |
53,991
| – | – | 0.07% | 224 |
|
|
2023
Q1 | $150K | Hold |
53,991
| – | – | 0.08% | 212 |
|
|
2022
Q4 | $149K | Hold |
53,991
| – | – | 0.08% | 216 |
|
|
2022
Q3 | $152K | Hold |
53,991
| – | – | 0.08% | 211 |
|
|
2022
Q2 | $160K | Hold |
53,991
| – | – | 0.08% | 214 |
|
|
2022
Q1 | $170K | Hold |
53,991
| – | – | 0.07% | 235 |
|
|
2021
Q4 | $194K | Hold |
53,991
| – | – | 0.08% | 229 |
|
|
2021
Q3 | $195K | Hold |
53,991
| – | – | 0.08% | 219 |
|
|
2021
Q2 | $202K | Hold |
53,991
| – | – | 0.06% | 263 |
|
|
2021
Q1 | $201K | Hold |
53,991
| – | – | 0.06% | 261 |
|
|
2020
Q4 | $206K | Hold |
53,991
| – | – | 0.06% | 242 |
|
|
2020
Q3 | $201K | Hold |
53,991
| – | – | 0.07% | 236 |
|
|
2020
Q2 | $200K | Hold |
53,991
| – | – | 0.07% | 237 |
|
|
2020
Q1 | $194K | Hold |
53,991
| – | – | 0.08% | 217 |
|
|
2019
Q4 | $205K | Buy |
53,991
+36,000
| +200% | +$137K | 0.06% | 269 |
|
|
2019
Q3 | $69K | Buy |
17,991
+401
| +2% | +$1.54K | 0.02% | 445 |
|
|
2019
Q2 | $68K | Buy |
17,590
+391
| +2% | +$1.51K | 0.02% | 444 |
|
|
2019
Q1 | $65K | Buy |
17,199
+385
| +2% | +$1.46K | 0.02% | 455 |
|
|
2018
Q4 | $62K | Buy |
16,814
+388
| +2% | +$1.43K | 0.02% | 432 |
|
|
2018
Q3 | $62K | Buy |
16,426
+376
| +2% | +$1.42K | 0.02% | 495 |
|
|
2018
Q2 | $62K | Buy |
16,050
+364
| +2% | +$1.41K | 0.02% | 489 |
|
|
2018
Q1 | $62K | Buy |
15,686
+361
| +2% | +$1.43K | 0.02% | 494 |
|
|
2017
Q4 | $64K | Buy |
15,325
+343
| +2% | +$1.43K | 0.02% | 308 |
|
|
2017
Q3 | $64K | Buy |
14,982
+332
| +2% | +$1.42K | 0.02% | 295 |
|
|
2017
Q2 | $63K | Buy |
14,650
+326
| +2% | +$1.4K | 0.02% | 291 |
|
|
2017
Q1 | $62K | Buy |
14,324
+320
| +2% | +$1.39K | 0.02% | 284 |
|
|
2016
Q4 | $62K | Buy |
14,004
+321
| +2% | +$1.42K | 0.02% | 274 |
|
|
2016
Q3 | $62K | Buy |
13,683
+307
| +2% | +$1.39K | 0.02% | 285 |
|
|
2016
Q2 | $62K | Buy |
13,376
+299
| +2% | +$1.39K | 0.02% | 272 |
|
|
2016
Q1 | $60K | Buy |
13,077
+295
| +2% | +$1.35K | 0.02% | 264 |
|
|
2015
Q4 | $58K | Buy |
12,782
+297
| +2% | +$1.35K | 0.02% | 273 |
|
|
2015
Q3 | $57K | Buy |
+12,485
| New | +$57K | 0.02% | 270 |
|
|
2015
Q1 | $58K | Buy |
11,908
+273
| +2% | +$1.33K | 0.02% | 481 |
|
|
2014
Q4 | $56K | Buy |
11,635
+267
| +2% | +$1.29K | 0.02% | 477 |
|
|
2014
Q3 | $57K | Buy |
11,368
+257
| +2% | +$1.29K | 0.02% | 452 |
|
|
2014
Q2 | $59K | Buy |
11,111
+245
| +2% | +$1.3K | 0.02% | 445 |
|
|
2014
Q1 | $56K | Buy |
10,866
+245
| +2% | +$1.26K | 0.02% | 380 |
|
|
2013
Q4 | $55K | Buy |
10,621
+245
| +2% | +$1.27K | 0.02% | 385 |
|
|
2013
Q3 | $55K | Buy |
+10,376
| New | +$55K | 0.02% | 360 |
|