Pinnacle Wealth Planning Services’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-11,299
| Closed | -$32K | – | 469 |
|
2022
Q3 | $32K | Hold |
11,299
| – | – | 0.01% | 399 |
|
2022
Q2 | $34K | Sell |
11,299
-2,378
| -17% | -$7.16K | 0.01% | 416 |
|
2022
Q1 | $43K | Buy |
13,677
+2,273
| +20% | +$7.15K | 0.01% | 423 |
|
2021
Q4 | $41K | Buy |
11,404
+1,263
| +12% | +$4.54K | 0.01% | 420 |
|
2021
Q3 | $37K | Buy |
+10,141
| New | +$37K | 0.01% | 373 |
|
2021
Q1 | – | Sell |
-2,432
| Closed | -$9K | – | 1293 |
|
2020
Q4 | $9K | Buy |
+2,432
| New | +$9K | ﹤0.01% | 1429 |
|