United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-16,672
| Closed | -$71K | – | 1340 |
|
|
2017
Q3 | $71K | Hold |
16,672
| – | – | ﹤0.01% | 1283 |
|
|
2017
Q2 | $72K | Hold |
16,672
| – | – | ﹤0.01% | 1253 |
|
|
2017
Q1 | $72K | Sell |
16,672
-1,800
| -10% | -$7.77K | ﹤0.01% | 1220 |
|
|
2016
Q4 | $82K | Sell |
18,472
-1,580
| -8% | -$7.01K | ﹤0.01% | 1230 |
|
|
2016
Q3 | $91K | Sell |
20,052
-1,800
| -8% | -$8.17K | ﹤0.01% | 1235 |
|
|
2016
Q2 | $109K | Buy |
21,852
+1,800
| +9% | +$8.98K | ﹤0.01% | 1216 |
|
|
2016
Q1 | $92K | Hold |
20,052
| – | – | ﹤0.01% | 1182 |
|
|
2015
Q4 | $92K | Sell |
20,052
-24,000
| -54% | -$110K | ﹤0.01% | 1176 |
|
|
2015
Q3 | $200K | Sell |
44,052
-3,174
| -7% | -$14.4K | ﹤0.01% | 1161 |
|
|
2015
Q2 | $218K | Buy |
47,226
+34,472
| +270% | +$159K | ﹤0.01% | 1160 |
|
|
2015
Q1 | $62K | Hold |
12,754
| – | – | ﹤0.01% | 1226 |
|
|
2014
Q4 | $61K | Hold |
12,754
| – | – | ﹤0.01% | 1144 |
|
|
2014
Q3 | $64K | Buy |
+12,754
| New | +$64K | ﹤0.01% | 1092 |
|
|
2014
Q2 | – | Sell |
-11,754
| Closed | -$61K | – | 884 |
|
|
2014
Q1 | $61K | Buy |
+11,754
| New | +$61K | ﹤0.01% | 918 |
|