Stratos Wealth Partners’s MFS Intermediate High Income Fund CIF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-17,113
| Closed | -$44K | – | 985 |
|
2019
Q3 | $44K | Sell |
17,113
-1,115
| -6% | -$2.87K | ﹤0.01% | 944 |
|
2019
Q2 | $46K | Sell |
18,228
-2,505
| -12% | -$6.32K | ﹤0.01% | 942 |
|
2019
Q1 | $53K | Hold |
20,733
| – | – | ﹤0.01% | 919 |
|
2018
Q4 | $44K | Sell |
20,733
-500
| -2% | -$1.06K | ﹤0.01% | 857 |
|
2018
Q3 | $56K | Buy |
21,233
+400
| +2% | +$1.06K | ﹤0.01% | 1397 |
|
2018
Q2 | $52K | Sell |
20,833
-4,820
| -19% | -$12K | ﹤0.01% | 956 |
|
2018
Q1 | $72K | Buy |
+25,653
| New | +$72K | ﹤0.01% | 1374 |
|