TWM
MIN
Tolleson Wealth Management’s MFS Intermediate Income Trust MIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Hold |
129,626
| – | – | 0.06% | 67 |
|
|
2025
Q1 | $349K | Hold |
129,626
| – | – | 0.07% | 67 |
|
|
2024
Q4 | $345K | Hold |
129,626
| – | – | 0.07% | 72 |
|
|
2024
Q3 | $353K | Sell |
129,626
-3,909
| -3% | -$10.6K | 0.07% | 66 |
|
|
2024
Q2 | $355K | Buy |
133,535
+2,699
| +2% | +$7.18K | 0.07% | 66 |
|
|
2024
Q1 | $348K | Hold |
130,836
| – | – | 0.07% | 69 |
|
|
2023
Q4 | $351K | Buy |
+130,836
| New | +$351K | 0.07% | 69 |
|