RWA Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-40,113
| Closed | -$215K | – | 566 |
|
|
2024
Q4 | $215K | Hold |
40,113
| – | – | ﹤0.01% | 532 |
|
|
2024
Q3 | $229K | Hold |
40,113
| – | – | ﹤0.01% | 523 |
|
|
2024
Q2 | $219K | Hold |
40,113
| – | – | ﹤0.01% | 517 |
|
|
2024
Q1 | $215K | Buy |
40,113
+289
| +0.7% | +$1.55K | ﹤0.01% | 511 |
|
|
2023
Q4 | $206K | Buy |
39,824
+429
| +1% | +$2.22K | ﹤0.01% | 504 |
|
|
2023
Q3 | $179K | Buy |
+39,395
| New | +$179K | ﹤0.01% | 367 |
|
|
2023
Q2 | – | Sell |
-39,246
| Closed | -$210K | – | 344 |
|
|
2023
Q1 | $210K | Hold |
39,246
| – | – | 0.01% | 246 |
|
|
2022
Q4 | $206K | Hold |
39,246
| – | – | 0.01% | 246 |
|
|
2022
Q3 | $190K | Hold |
39,246
| – | – | 0.01% | 234 |
|
|
2022
Q2 | $213K | Hold |
39,246
| – | – | 0.01% | 225 |
|
|
2022
Q1 | $240K | Hold |
39,246
| – | – | 0.02% | 233 |
|
|
2021
Q4 | $275K | Hold |
39,246
| – | – | 0.02% | 218 |
|
|
2021
Q3 | $274K | Hold |
39,246
| – | – | 0.02% | 212 |
|
|
2021
Q2 | $280K | Hold |
39,246
| – | – | 0.02% | 210 |
|
|
2021
Q1 | $268K | Hold |
39,246
| – | – | 0.02% | 210 |
|
|
2020
Q4 | $262K | Hold |
39,246
| – | – | 0.02% | 203 |
|
|
2020
Q3 | $252K | Hold |
39,246
| – | – | 0.03% | 188 |
|
|
2020
Q2 | $245K | Hold |
39,246
| – | – | 0.03% | 191 |
|
|
2020
Q1 | $251K | Hold |
39,246
| – | – | 0.04% | 177 |
|
|
2019
Q4 | $277K | Hold |
39,246
| – | – | 0.03% | 204 |
|
|
2019
Q3 | $276K | Hold |
39,246
| – | – | 0.03% | 203 |
|
|
2019
Q2 | $274K | Hold |
39,246
| – | – | 0.03% | 197 |
|
|
2019
Q1 | $272K | Hold |
39,246
| – | – | 0.03% | 193 |
|
|
2018
Q4 | $241K | Hold |
39,246
| – | – | 0.03% | 197 |
|
|
2018
Q3 | $255K | Hold |
39,246
| – | – | 0.03% | 200 |
|
|
2018
Q2 | $259K | Buy |
+39,246
| New | +$259K | 0.03% | 209 |
|