Stifel Financial’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 | – | Sell |
-10,275
| Closed | -$27.3K | – | 3428 |
|
|
2024
Q2 | $27.3K | Sell |
10,275
-78
| -0.8% | -$207 | ﹤0.01% | 3310 |
|
|
2024
Q1 | $27.5K | Buy |
10,353
+78
| +0.8% | +$207 | ﹤0.01% | 3293 |
|
|
2023
Q4 | $27.5K | Hold |
10,275
| – | – | ﹤0.01% | 3255 |
|
|
2023
Q3 | $27.5K | Buy |
10,275
+1
| +0% | +$3 | ﹤0.01% | 3228 |
|
|
2023
Q2 | $28.2K | Buy |
10,274
+209
| +2% | +$573 | ﹤0.01% | 3266 |
|
|
2023
Q1 | $27.9K | Buy |
+10,065
| New | +$27.9K | ﹤0.01% | 3271 |
|
|
2021
Q1 | – | Sell |
-10,456
| Closed | -$40K | – | 3258 |
|
|
2020
Q4 | $40K | Buy |
+10,456
| New | +$40K | ﹤0.01% | 2997 |
|
|
2018
Q2 | – | Sell |
-12,645
| Closed | -$49K | – | 2763 |
|
|
2018
Q1 | $49K | Sell |
12,645
-515
| -4% | -$2K | ﹤0.01% | 2623 |
|
|
2017
Q4 | $54K | Sell |
13,160
-32,610
| -71% | -$134K | ﹤0.01% | 2586 |
|
|
2017
Q3 | $195K | Sell |
45,770
-285
| -0.6% | -$1.21K | ﹤0.01% | 2391 |
|
|
2017
Q2 | $198K | Buy |
46,055
+300
| +0.7% | +$1.29K | ﹤0.01% | 2355 |
|
|
2017
Q1 | $195K | Hold |
45,755
| – | – | ﹤0.01% | 2336 |
|
|
2016
Q4 | $204K | Buy |
45,755
+690
| +2% | +$3.08K | ﹤0.01% | 2249 |
|
|
2016
Q3 | $203K | Buy |
45,065
+25,500
| +130% | +$115K | ﹤0.01% | 2175 |
|
|
2016
Q2 | $91K | Sell |
19,565
-1,500
| -7% | -$6.98K | ﹤0.01% | 2391 |
|
|
2016
Q1 | $97K | Buy |
21,065
+1,500
| +8% | +$6.91K | ﹤0.01% | 2113 |
|
|
2015
Q4 | $89K | Buy |
19,565
+275
| +1% | +$1.25K | ﹤0.01% | 2241 |
|
|
2015
Q3 | $87K | Sell |
19,290
-697
| -3% | -$3.14K | ﹤0.01% | 2146 |
|
|
2015
Q2 | $92K | Sell |
19,987
-6,560
| -25% | -$30.2K | ﹤0.01% | 2267 |
|
|
2015
Q1 | $129K | Hold |
26,547
| – | – | ﹤0.01% | 2177 |
|
|
2014
Q4 | $128K | Buy |
26,547
+8,225
| +45% | +$39.7K | ﹤0.01% | 2157 |
|
|
2014
Q3 | $92K | Hold |
18,322
| – | – | ﹤0.01% | 2111 |
|
|
2014
Q2 | $97K | Hold |
18,322
| – | – | ﹤0.01% | 2096 |
|
|
2014
Q1 | $95K | Buy |
+18,322
| New | +$95K | ﹤0.01% | 2008 |
|