UBS Group’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
Q2 | $166K | Buy |
61,401
+4,469
| +8% | +$12.1K | ﹤0.01% | 5590 |
|
|
2025
Q1 | $153K | Sell |
56,932
-101
| -0.2% | -$272 | ﹤0.01% | 5475 |
|
|
2024
Q4 | $152K | Sell |
57,033
-64,307
| -53% | -$171K | ﹤0.01% | 5416 |
|
|
2024
Q3 | $330K | Buy |
121,340
+16,028
| +15% | +$43.6K | ﹤0.01% | 4352 |
|
|
2024
Q2 | $280K | Sell |
105,312
-64,003
| -38% | -$170K | ﹤0.01% | 4328 |
|
|
2024
Q1 | $450K | Buy |
169,315
+18,424
| +12% | +$49K | ﹤0.01% | 4172 |
|
|
2023
Q4 | $404K | Sell |
150,891
-678,226
| -82% | -$1.82M | ﹤0.01% | 4119 |
|
|
2023
Q3 | $2.22M | Sell |
829,117
-33,670
| -4% | -$90.2K | ﹤0.01% | 2469 |
|
|
2023
Q2 | $2.36M | Buy |
862,787
+699,729
| +429% | +$1.92M | ﹤0.01% | 2554 |
|
|
2023
Q1 | $452K | Buy |
163,058
+3,960
| +2% | +$11K | ﹤0.01% | 3787 |
|
|
2022
Q4 | $439K | Sell |
159,098
-30,752
| -16% | -$84.9K | ﹤0.01% | 3803 |
|
|
2022
Q3 | $533K | Buy |
189,850
+2,242
| +1% | +$6.29K | ﹤0.01% | 3319 |
|
|
2022
Q2 | $557K | Sell |
187,608
-16,984
| -8% | -$50.4K | ﹤0.01% | 3285 |
|
|
2022
Q1 | $645K | Sell |
204,592
-71,265
| -26% | -$225K | ﹤0.01% | 3584 |
|
|
2021
Q4 | $990K | Sell |
275,857
-62,720
| -19% | -$225K | ﹤0.01% | 3453 |
|
|
2021
Q3 | $1.23M | Sell |
338,577
-21,279
| -6% | -$77K | ﹤0.01% | 3099 |
|
|
2021
Q2 | $1.35M | Buy |
359,856
+19,522
| +6% | +$73K | ﹤0.01% | 3030 |
|
|
2021
Q1 | $1.27M | Sell |
340,334
-51,121
| -13% | -$190K | ﹤0.01% | 3149 |
|
|
2020
Q4 | $1.49M | Sell |
391,455
-14,806
| -4% | -$56.4K | ﹤0.01% | 2851 |
|
|
2020
Q3 | $1.52M | Sell |
406,261
-4,101
| -1% | -$15.3K | ﹤0.01% | 2638 |
|
|
2020
Q2 | $1.52M | Sell |
410,362
-27,406
| -6% | -$101K | ﹤0.01% | 2499 |
|
|
2020
Q1 | $1.58M | Sell |
437,768
-24,465
| -5% | -$88.1K | ﹤0.01% | 2348 |
|
|
2019
Q4 | $1.76M | Buy |
462,233
+15,804
| +4% | +$60K | ﹤0.01% | 2889 |
|
|
2019
Q3 | $1.71M | Buy |
446,429
+17,679
| +4% | +$67.5K | ﹤0.01% | 2754 |
|
|
2019
Q2 | $1.66M | Buy |
428,750
+2,090
| +0.5% | +$8.07K | ﹤0.01% | 2658 |
|
|
2019
Q1 | $1.62M | Sell |
426,660
-43,860
| -9% | -$167K | ﹤0.01% | 2578 |
|
|
2018
Q4 | $1.73M | Sell |
470,520
-15,855
| -3% | -$58.2K | ﹤0.01% | 2555 |
|
|
2018
Q3 | $1.83M | Sell |
486,375
-20,216
| -4% | -$76K | ﹤0.01% | 2672 |
|
|
2018
Q2 | $1.96M | Sell |
506,591
-9,438
| -2% | -$36.4K | ﹤0.01% | 2567 |
|
|
2018
Q1 | $2.03M | Sell |
516,029
-14,096
| -3% | -$55.4K | ﹤0.01% | 2545 |
|
|
2017
Q4 | $2.2M | Sell |
530,125
-29,769
| -5% | -$124K | ﹤0.01% | 2462 |
|
|
2017
Q3 | $2.4M | Sell |
559,894
-6,524
| -1% | -$27.9K | ﹤0.01% | 2354 |
|
|
2017
Q2 | $2.45M | Buy |
566,418
+20,296
| +4% | +$87.7K | ﹤0.01% | 2244 |
|
|
2017
Q1 | $2.35M | Buy |
546,122
+64,899
| +13% | +$280K | ﹤0.01% | 2229 |
|
|
2016
Q4 | $2.14M | Buy |
481,223
+14,908
| +3% | +$66.2K | ﹤0.01% | 2240 |
|
|
2016
Q3 | $2.11M | Buy |
466,315
+96,077
| +26% | +$435K | ﹤0.01% | 2182 |
|
|
2016
Q2 | $1.72M | Buy |
370,238
+40,944
| +12% | +$190K | ﹤0.01% | 2300 |
|
|
2016
Q1 | $1.52M | Sell |
329,294
-57,291
| -15% | -$264K | ﹤0.01% | 2347 |
|
|
2015
Q4 | $1.77M | Sell |
386,585
-52,297
| -12% | -$239K | ﹤0.01% | 2273 |
|
|
2015
Q3 | $2M | Sell |
438,882
-53,730
| -11% | -$244K | ﹤0.01% | 2141 |
|
|
2015
Q2 | $2.28M | Sell |
492,612
-169,088
| -26% | -$781K | ﹤0.01% | 2199 |
|
|
2015
Q1 | $3.22M | Sell |
661,700
-352,618
| -35% | -$1.72M | ﹤0.01% | 1943 |
|
|
2014
Q4 | $4.85M | Buy |
+1,014,318
| New | +$4.85M | ﹤0.01% | 1631 |
|