Wealthcare Advisory Partners’s MFS Municipal Income Trust MFM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $141K | Hold |
27,230
| – | – | ﹤0.01% | 943 |
|
|
2025
Q1 | $144K | Hold |
27,230
| – | – | ﹤0.01% | 877 |
|
|
2024
Q4 | $146K | Buy |
27,230
+9,000
| +49% | +$48.2K | ﹤0.01% | 870 |
|
|
2024
Q3 | $104K | Hold |
18,230
| – | – | ﹤0.01% | 859 |
|
|
2024
Q2 | $99.5K | Hold |
18,230
| – | – | ﹤0.01% | 811 |
|
|
2024
Q1 | $97.9K | Hold |
18,230
| – | – | ﹤0.01% | 789 |
|
|
2023
Q4 | $94.2K | Hold |
18,230
| – | – | ﹤0.01% | 740 |
|
|
2023
Q3 | $82.9K | Hold |
18,230
| – | – | ﹤0.01% | 688 |
|
|
2023
Q2 | $93K | Buy |
+18,230
| New | +$93K | ﹤0.01% | 713 |
|
|
2023
Q1 | – | Sell |
-23,230
| Closed | -$120K | – | 719 |
|
|
2022
Q4 | $120K | Hold |
23,230
| – | – | 0.01% | 677 |
|
|
2022
Q3 | $112K | Hold |
23,230
| – | – | 0.01% | 585 |
|
|
2022
Q2 | $126K | Sell |
23,230
-23,230
| -50% | -$126K | 0.01% | 545 |
|
|
2022
Q1 | $284K | Buy |
46,460
+23,230
| +100% | +$142K | 0.02% | 432 |
|
|
2021
Q4 | $163K | Hold |
23,230
| – | – | 0.01% | 556 |
|
|
2021
Q3 | $162K | Hold |
23,230
| – | – | 0.01% | 529 |
|
|
2021
Q2 | $166K | Hold |
23,230
| – | – | 0.01% | 534 |
|
|
2021
Q1 | $158K | Hold |
23,230
| – | – | 0.01% | 535 |
|
|
2020
Q4 | $155K | Hold |
23,230
| – | – | 0.01% | 410 |
|
|
2020
Q3 | $149K | Hold |
23,230
| – | – | 0.02% | 343 |
|
|
2020
Q2 | $145K | Hold |
23,230
| – | – | 0.02% | 307 |
|
|
2020
Q1 | $148K | Hold |
23,230
| – | – | 0.02% | 313 |
|
|
2019
Q4 | $164K | Hold |
23,230
| – | – | 0.02% | 324 |
|
|
2019
Q3 | $164K | Hold |
23,230
| – | – | 0.02% | 307 |
|
|
2019
Q2 | $162K | Hold |
23,230
| – | – | 0.03% | 298 |
|
|
2019
Q1 | $161K | Hold |
23,230
| – | – | 0.03% | 267 |
|
|
2018
Q4 | $143K | Sell |
23,230
-1,580
| -6% | -$9.73K | 0.03% | 257 |
|
|
2018
Q3 | $161K | Hold |
24,810
| – | – | 0.03% | 256 |
|
|
2018
Q2 | $163K | Sell |
24,810
-3,790
| -13% | -$24.9K | 0.03% | 245 |
|
|
2018
Q1 | $186K | Buy |
28,600
+7,300
| +34% | +$47.5K | 0.04% | 202 |
|
|
2017
Q4 | $146K | Hold |
21,300
| – | – | 0.04% | 213 |
|
|
2017
Q3 | $153K | Buy |
+21,300
| New | +$153K | 0.05% | 166 |
|