Raymond James Financial Services 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
Q3 | $205K | Buy |
75,417
+2,677
| +4% | +$7.28K | ﹤0.01% | 3165 |
|
|
2024
Q2 | $193K | Buy |
72,740
+25,834
| +55% | +$68.7K | ﹤0.01% | 3128 |
|
|
2024
Q1 | $125K | Buy |
46,906
+130
| +0.3% | +$346 | ﹤0.01% | 3189 |
|
|
2023
Q4 | $125K | Buy |
46,776
+6,298
| +16% | +$16.9K | ﹤0.01% | 3088 |
|
|
2023
Q3 | $108K | Buy |
40,478
+4,082
| +11% | +$10.9K | ﹤0.01% | 3042 |
|
|
2023
Q2 | $99.7K | Buy |
36,396
+789
| +2% | +$2.16K | ﹤0.01% | 3056 |
|
|
2023
Q1 | $98.6K | Buy |
35,607
+137
| +0.4% | +$379 | ﹤0.01% | 3041 |
|
|
2022
Q4 | $97.9K | Sell |
35,470
-3,861
| -10% | -$10.7K | ﹤0.01% | 3007 |
|
|
2022
Q3 | $111K | Sell |
39,331
-3,242
| -8% | -$9.15K | ﹤0.01% | 2965 |
|
|
2022
Q2 | $126K | Buy |
42,573
+207
| +0.5% | +$613 | ﹤0.01% | 2963 |
|
|
2022
Q1 | $133K | Sell |
42,366
-1,325
| -3% | -$4.16K | ﹤0.01% | 3045 |
|
|
2021
Q4 | $157K | Buy |
43,691
+11,529
| +36% | +$41.4K | ﹤0.01% | 3042 |
|
|
2021
Q3 | $116K | Buy |
32,162
+6,726
| +26% | +$24.3K | ﹤0.01% | 3090 |
|
|
2021
Q2 | $95K | Buy |
25,436
+6,800
| +36% | +$25.4K | ﹤0.01% | 3131 |
|
|
2021
Q1 | $69K | Sell |
18,636
-2,000
| -10% | -$7.41K | ﹤0.01% | 3061 |
|
|
2020
Q4 | $79K | Buy |
20,636
+3,254
| +19% | +$12.5K | ﹤0.01% | 2868 |
|
|
2020
Q3 | $65K | Sell |
17,382
-834
| -5% | -$3.12K | ﹤0.01% | 2725 |
|
|
2020
Q2 | $67K | Sell |
18,216
-11,076
| -38% | -$40.7K | ﹤0.01% | 2669 |
|
|
2020
Q1 | $105K | Buy |
29,292
+12,308
| +72% | +$44.1K | ﹤0.01% | 2214 |
|
|
2019
Q4 | $65K | Buy |
16,984
+3,000
| +21% | +$11.5K | ﹤0.01% | 2733 |
|
|
2019
Q3 | $53K | Hold |
13,984
| – | – | ﹤0.01% | 2689 |
|
|
2019
Q2 | $54K | Sell |
13,984
-5,476
| -28% | -$21.1K | ﹤0.01% | 2727 |
|
|
2019
Q1 | $74K | Sell |
19,460
-38,575
| -66% | -$147K | ﹤0.01% | 2665 |
|
|
2018
Q4 | $213K | Buy |
58,035
+23,952
| +70% | +$87.9K | ﹤0.01% | 2217 |
|
|
2018
Q3 | $128K | Buy |
34,083
+1,691
| +5% | +$6.35K | ﹤0.01% | 2622 |
|
|
2018
Q2 | $125K | Sell |
32,392
-3,647
| -10% | -$14.1K | ﹤0.01% | 2574 |
|
|
2018
Q1 | $142K | Sell |
36,039
-15,037
| -29% | -$59.2K | ﹤0.01% | 2322 |
|
|
2017
Q4 | $212K | Sell |
51,076
-75,702
| -60% | -$314K | ﹤0.01% | 2226 |
|
|
2017
Q3 | $543K | Sell |
126,778
-39,746
| -24% | -$170K | ﹤0.01% | 1662 |
|
|
2017
Q2 | $719K | Buy |
166,524
+4,442
| +3% | +$19.2K | 0.01% | 1461 |
|
|
2017
Q1 | $699K | Buy |
162,082
+90,526
| +127% | +$390K | 0.01% | 1393 |
|
|
2016
Q4 | $318K | Sell |
71,556
-4,359
| -6% | -$19.4K | ﹤0.01% | 1778 |
|
|
2016
Q3 | $344K | Sell |
75,915
-1,076
| -1% | -$4.88K | ﹤0.01% | 1696 |
|
|
2016
Q2 | $357K | Sell |
76,991
-23,642
| -23% | -$110K | ﹤0.01% | 1610 |
|
|
2016
Q1 | $464K | Buy |
100,633
+36,689
| +57% | +$169K | 0.01% | 1291 |
|
|
2015
Q4 | $292K | Buy |
63,944
+17,506
| +38% | +$79.9K | ﹤0.01% | 1413 |
|
|
2015
Q3 | $211K | Buy |
+46,438
| New | +$211K | ﹤0.01% | 1338 |
|
|
2013
Q3 | – | Sell |
-72,171
| Closed | -$415K | – | 757 |
|
|
2013
Q2 | $415K | Buy |
+72,171
| New | +$415K | 0.01% | 925 |
|