Pinnacle Wealth Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,778
| Closed | -$59.8K | – | 547 |
|
|
2024
Q2 | $59.8K | Sell |
12,778
-51
| -0.4% | -$239 | 0.01% | 499 |
|
|
2024
Q1 | $59.4K | Sell |
12,829
-13
| -0.1% | -$60 | 0.01% | 498 |
|
|
2023
Q4 | $58.4K | Sell |
12,842
-272
| -2% | -$1.24K | 0.01% | 476 |
|
|
2023
Q3 | $55.9K | Sell |
13,114
-13
| -0.1% | -$55 | 0.01% | 439 |
|
|
2023
Q2 | $59.2K | Sell |
13,127
-1,883
| -13% | -$8.49K | 0.01% | 446 |
|
|
2023
Q1 | $68.1K | Sell |
15,010
-730
| -5% | -$3.31K | 0.01% | 454 |
|
|
2022
Q4 | $71K | Sell |
15,740
-6,015
| -28% | -$27.1K | 0.01% | 419 |
|
|
2022
Q3 | $92K | Sell |
21,755
-66
| -0.3% | -$279 | 0.02% | 368 |
|
|
2022
Q2 | $100K | Sell |
21,821
-4,453
| -17% | -$20.4K | 0.02% | 376 |
|
|
2022
Q1 | $140K | Sell |
26,274
-465
| -2% | -$2.48K | 0.03% | 387 |
|
|
2021
Q4 | $171K | Sell |
26,739
-45
| -0.2% | -$288 | 0.03% | 375 |
|
|
2021
Q3 | $176K | Buy |
26,784
+3,768
| +16% | +$24.8K | 0.04% | 335 |
|
|
2021
Q2 | $144K | Sell |
23,016
-3
| -0% | -$19 | 0.03% | 325 |
|
|
2021
Q1 | $149K | Sell |
23,019
-67
| -0.3% | -$434 | 0.04% | 312 |
|
|
2020
Q4 | $141K | Buy |
23,086
+889
| +4% | +$5.43K | 0.03% | 358 |
|
|
2020
Q3 | $125K | Sell |
22,197
-79
| -0.4% | -$445 | 0.04% | 254 |
|
|
2020
Q2 | $124K | Buy |
22,276
+4,696
| +27% | +$26.1K | 0.04% | 244 |
|
|
2020
Q1 | $88K | Sell |
17,580
-56
| -0.3% | -$280 | 0.04% | 217 |
|
|
2019
Q4 | $107K | Sell |
17,636
-1,299
| -7% | -$7.88K | 0.05% | 234 |
|
|
2019
Q3 | $111K | Sell |
18,935
-1,622
| -8% | -$9.51K | 0.06% | 197 |
|
|
2019
Q2 | $120K | Sell |
20,557
-434
| -2% | -$2.53K | 0.07% | 170 |
|
|
2019
Q1 | $120K | Buy |
20,991
+6,107
| +41% | +$34.9K | 0.08% | 160 |
|
|
2018
Q4 | $77K | Sell |
14,884
-4,785
| -24% | -$24.8K | 0.05% | 141 |
|
|
2018
Q3 | $109K | Sell |
19,669
-3,398
| -15% | -$18.8K | 0.1% | 171 |
|
|
2018
Q2 | $130K | Sell |
23,067
-28
| -0.1% | -$158 | 0.13% | 175 |
|
|
2018
Q1 | $134K | Buy |
23,095
+19,179
| +490% | +$111K | 0.14% | 169 |
|
|
2017
Q4 | $24K | Buy |
+3,916
| New | +$24K | 0.05% | 142 |
|