Partnervest Advisory Services’s MFS Municipal Income Trust MFM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $220K | Buy |
34,250
+2,624
| +8% | +$16.9K | 0.07% | 213 |
|
|
2020
Q2 | $197K | Hold |
31,626
| – | – | 0.07% | 207 |
|
|
2020
Q1 | $202K | Sell |
31,626
-3,352
| -10% | -$21.4K | 0.09% | 180 |
|
|
2019
Q4 | $247K | Hold |
34,978
| – | – | 0.09% | 175 |
|
|
2019
Q3 | $246K | Hold |
34,978
| – | – | 0.09% | 193 |
|
|
2019
Q2 | $244K | Sell |
34,978
-16,652
| -32% | -$116K | 0.1% | 179 |
|
|
2019
Q1 | $357K | Buy |
51,630
+15,864
| +44% | +$110K | 0.15% | 126 |
|
|
2018
Q4 | $220K | Buy |
35,766
+20,543
| +135% | +$126K | 0.11% | 177 |
|
|
2018
Q3 | $99K | Hold |
15,223
| – | – | 0.04% | 210 |
|
|
2018
Q2 | $100K | Hold |
15,223
| – | – | 0.05% | 193 |
|
|
2018
Q1 | $99K | Sell |
15,223
-763
| -5% | -$4.96K | 0.05% | 179 |
|
|
2017
Q4 | $110K | Hold |
15,986
| – | – | 0.05% | 172 |
|
|
2017
Q3 | $115K | Hold |
15,986
| – | – | 0.06% | 177 |
|
|
2017
Q2 | $114K | Hold |
15,986
| – | – | 0.05% | 197 |
|
|
2017
Q1 | $111K | Hold |
15,986
| – | – | 0.05% | 193 |
|
|
2016
Q4 | $106K | Sell |
15,986
-1,913
| -11% | -$12.7K | 0.05% | 195 |
|
|
2016
Q3 | $134K | Sell |
17,899
-2,970
| -14% | -$22.2K | 0.06% | 192 |
|
|
2016
Q2 | $158K | Hold |
20,869
| – | – | 0.08% | 188 |
|
|
2016
Q1 | $149K | Hold |
20,869
| – | – | 0.08% | 180 |
|
|
2015
Q4 | $142K | Hold |
20,869
| – | – | 0.08% | 162 |
|
|
2015
Q3 | $133K | Hold |
20,869
| – | – | 0.08% | 158 |
|
|
2015
Q2 | $134K | Sell |
20,869
-655
| -3% | -$4.21K | 0.07% | 180 |
|
|
2015
Q1 | $145K | Hold |
21,524
| – | – | 0.08% | 156 |
|
|
2014
Q4 | $143K | Buy |
+21,524
| New | +$143K | 0.07% | 155 |
|