WP
MIN
WealthSource Partners’s MFS Intermediate Income Trust MIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-57,730
| Closed | -$212K | – | 359 |
|
|
2018
Q4 | $212K | Sell |
57,730
-9,000
| -13% | -$33.1K | 0.06% | 271 |
|
|
2018
Q3 | $251K | Sell |
66,730
-25,100
| -27% | -$94.4K | 0.07% | 246 |
|
|
2018
Q2 | $354K | Sell |
91,830
-47,679
| -34% | -$184K | 0.1% | 189 |
|
|
2018
Q1 | $548K | Sell |
139,509
-68,370
| -33% | -$269K | 0.17% | 133 |
|
|
2017
Q4 | $863K | Sell |
207,879
-42,125
| -17% | -$175K | 0.27% | 89 |
|
|
2017
Q3 | $1.07M | Buy |
250,004
+6,400
| +3% | +$27.4K | 0.35% | 74 |
|
|
2017
Q2 | $1.05M | Buy |
243,604
+21,300
| +10% | +$92K | 0.36% | 72 |
|
|
2017
Q1 | $958K | Buy |
222,304
+7,450
| +3% | +$32.1K | 0.35% | 69 |
|
|
2016
Q4 | $954K | Buy |
214,854
+4,033
| +2% | +$17.9K | 0.4% | 56 |
|
|
2016
Q3 | $955K | Buy |
210,821
+10,911
| +5% | +$49.4K | 0.35% | 67 |
|
|
2016
Q2 | $928K | Buy |
199,910
+40,844
| +26% | +$190K | 0.35% | 63 |
|
|
2016
Q1 | $733K | Buy |
+159,066
| New | +$733K | 0.3% | 69 |
|