Stratos Wealth Partners’s MFS Municipal Income Trust MFM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-10,104
| Closed | -$63K | – | 1046 |
|
2020
Q2 | $63K | Sell |
10,104
-67,875
| -87% | -$423K | ﹤0.01% | 970 |
|
2020
Q1 | $498K | Buy |
77,979
+14,254
| +22% | +$91K | 0.02% | 528 |
|
2019
Q4 | $451K | Buy |
63,725
+2,698
| +4% | +$19.1K | 0.02% | 626 |
|
2019
Q3 | $430K | Buy |
61,027
+679
| +1% | +$4.78K | 0.02% | 614 |
|
2019
Q2 | $421K | Sell |
60,348
-2,465
| -4% | -$17.2K | 0.02% | 629 |
|
2019
Q1 | $435K | Buy |
+62,813
| New | +$435K | 0.02% | 599 |
|
2018
Q4 | – | Sell |
-900
| Closed | -$6K | – | 1815 |
|
2018
Q3 | $6K | Buy |
+900
| New | +$6K | ﹤0.01% | 2390 |
|
2018
Q2 | – | Sell |
-1,312
| Closed | -$9K | – | 1926 |
|
2018
Q1 | $9K | Hold |
1,312
| – | – | ﹤0.01% | 2377 |
|
2017
Q4 | $9K | Buy |
+1,312
| New | +$9K | ﹤0.01% | 2205 |
|