Transform Wealth’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 | $541K | Hold |
201,094
| – | – | 0.03% | 169 |
|
|
2024
Q4 | $535K | Buy |
+201,094
| New | +$535K | 0.03% | 179 |
|
|
2024
Q1 | – | Sell |
-240,694
| Closed | -$645K | – | 238 |
|
|
2023
Q4 | $645K | Buy |
240,694
+3,100
| +1% | +$8.31K | 0.06% | 155 |
|
|
2023
Q3 | $637K | Sell |
237,594
-221,406
| -48% | -$593K | 0.07% | 151 |
|
|
2023
Q2 | $1.26M | Hold |
459,000
| – | – | 0.11% | 127 |
|
|
2023
Q1 | $1.27M | Buy |
+459,000
| New | +$1.27M | 0.12% | 118 |
|