Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-314
| Closed | -$835 | – | 4101 |
|
|
2024
Q4 | $835 | Hold |
314
| – | – | ﹤0.01% | 3782 |
|
|
2024
Q3 | $854 | Hold |
314
| – | – | ﹤0.01% | 3545 |
|
|
2024
Q2 | $835 | Hold |
314
| – | – | ﹤0.01% | 3415 |
|
|
2024
Q1 | $835 | Hold |
314
| – | – | ﹤0.01% | 3387 |
|
|
2023
Q4 | $842 | Hold |
314
| – | – | ﹤0.01% | 3321 |
|
|
2023
Q3 | $842 | Hold |
314
| – | – | ﹤0.01% | 3209 |
|
|
2023
Q2 | $860 | Hold |
314
| – | – | ﹤0.01% | 3147 |
|
|
2023
Q1 | $870 | Sell |
314
-314
| -50% | -$870 | ﹤0.01% | 3130 |
|
|
2022
Q4 | $1.73K | Hold |
628
| – | – | ﹤0.01% | 3045 |
|
|
2022
Q3 | $2K | Hold |
628
| – | – | ﹤0.01% | 3036 |
|
|
2022
Q2 | $2K | Hold |
628
| – | – | ﹤0.01% | 3017 |
|
|
2022
Q1 | $2K | Buy |
+628
| New | +$2K | ﹤0.01% | 3095 |
|
|
2018
Q4 | – | Sell |
-274
| Closed | -$1K | – | 1590 |
|
|
2018
Q3 | $1K | Buy |
274
+4
| +1% | +$15 | ﹤0.01% | 2505 |
|
|
2018
Q2 | $1K | Sell |
270
-146
| -35% | -$541 | ﹤0.01% | 2360 |
|
|
2018
Q1 | $1K | Buy |
416
+154
| +59% | +$370 | ﹤0.01% | 2144 |
|
|
2017
Q4 | $1K | Buy |
262
+104
| +66% | +$397 | ﹤0.01% | 1794 |
|
|
2017
Q3 | $0 | Buy |
158
+3
| +2% | – | ﹤0.01% | 1724 |
|
|
2017
Q2 | $0 | Buy |
155
+1
| +0.6% | – | ﹤0.01% | 1668 |
|
|
2017
Q1 | $0 | Buy |
+154
| New | – | ﹤0.01% | 1540 |
|