Smith Salley Wealth Management’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
Q1 | – | Sell |
-15,760
| Closed | -$42.2K | – | 245 |
|
2023
Q4 | $42.2K | Sell |
15,760
-550
| -3% | -$1.47K | ﹤0.01% | 241 |
|
2023
Q3 | $43.7K | Hold |
16,310
| – | – | ﹤0.01% | 227 |
|
2023
Q2 | $44.7K | Hold |
16,310
| – | – | ﹤0.01% | 225 |
|
2023
Q1 | $45.2K | Hold |
16,310
| – | – | ﹤0.01% | 225 |
|
2022
Q4 | $45K | Sell |
16,310
-2,015
| -11% | -$5.56K | ﹤0.01% | 221 |
|
2022
Q3 | $51K | Hold |
18,325
| – | – | ﹤0.01% | 212 |
|
2022
Q2 | $54K | Hold |
18,325
| – | – | ﹤0.01% | 224 |
|
2022
Q1 | $58K | Hold |
18,325
| – | – | ﹤0.01% | 236 |
|
2021
Q4 | $66K | Hold |
18,325
| – | – | ﹤0.01% | 251 |
|
2021
Q3 | $66K | Hold |
18,325
| – | – | 0.01% | 248 |
|
2021
Q2 | $69K | Hold |
18,325
| – | – | 0.01% | 246 |
|
2021
Q1 | $68K | Hold |
18,325
| – | – | 0.01% | 229 |
|
2020
Q4 | $70K | Hold |
18,325
| – | – | 0.01% | 212 |
|
2020
Q3 | $68K | Hold |
18,325
| – | – | 0.01% | 187 |
|
2020
Q2 | $68K | Hold |
18,325
| – | – | 0.01% | 188 |
|
2020
Q1 | $66K | Hold |
18,325
| – | – | 0.01% | 177 |
|
2019
Q4 | $70K | Hold |
18,325
| – | – | 0.01% | 197 |
|
2019
Q3 | $70K | Hold |
18,325
| – | – | 0.01% | 189 |
|
2019
Q2 | $71K | Hold |
18,325
| – | – | 0.01% | 189 |
|
2019
Q1 | $70K | Hold |
18,325
| – | – | 0.01% | 172 |
|
2018
Q4 | $67K | Hold |
18,325
| – | – | 0.01% | 169 |
|
2018
Q3 | $69K | Hold |
18,325
| – | – | 0.01% | 188 |
|
2018
Q2 | $71K | Hold |
18,325
| – | – | 0.01% | 180 |
|
2018
Q1 | $72K | Hold |
18,325
| – | – | 0.01% | 176 |
|
2017
Q4 | $76K | Hold |
18,325
| – | – | 0.01% | 180 |
|
2017
Q3 | $78K | Hold |
18,325
| – | – | 0.01% | 171 |
|
2017
Q2 | $79K | Hold |
18,325
| – | – | 0.02% | 170 |
|
2017
Q1 | $79K | Buy |
+18,325
| New | +$79K | 0.02% | 172 |
|
2016
Q3 | – | Sell |
-14,250
| Closed | -$66K | – | 160 |
|
2016
Q2 | $66K | Buy |
+14,250
| New | +$66K | 0.02% | 157 |
|