Transform Wealth’s MFS Intermediate Income Trust MIN Stock Holding History

Transform Wealth’s Portfolio MIN Stock Details MIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$541K	Hold
2024 Q4	$535K	Buy
2024 Q1	–	Sell
2023 Q4	$645K	Buy
2023 Q3	$637K	Sell
2023 Q2	$1.26M	Hold
2023 Q1	$1.27M	Buy