Shaker Financial Services’s MFS SPECIAL VALUE TRUST MFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $472K | Sell |
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|
2023
Q3 | $804K | Buy |
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|
2023
Q2 | $567K | Buy |
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|
2023
Q1 | $281K | Buy |
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|
2022
Q4 | $253K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $84K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $86K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.14M | Sell |
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|
2016
Q4 | $2.09M | Sell |
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|
2016
Q3 | $2.27M | Sell |
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|
2016
Q2 | $2.45M | Sell |
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|
2016
Q1 | $2.89M | Buy |
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|
2015
Q4 | $2.52M | Buy |
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|
2015
Q3 | $986K | Buy |
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|
2015
Q2 | $246K | Buy |
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