Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,135
| Closed | -$4K | – | 2531 |
|
|
2018
Q1 | $4K | Buy |
1,135
+26
| +2% | +$92 | ﹤0.01% | 1918 |
|
|
2017
Q4 | $5K | Sell |
1,109
-544
| -33% | -$2.45K | ﹤0.01% | 1836 |
|
|
2017
Q3 | $7K | Buy |
1,653
+37
| +2% | +$157 | ﹤0.01% | 1693 |
|
|
2017
Q2 | $7K | Buy |
1,616
+36
| +2% | +$156 | ﹤0.01% | 1662 |
|
|
2017
Q1 | $7K | Buy |
1,580
+560
| +55% | +$2.48K | ﹤0.01% | 1452 |
|
|
2016
Q4 | $5K | Buy |
1,020
+23
| +2% | +$113 | ﹤0.01% | 1386 |
|
|
2016
Q3 | $5K | Buy |
997
+22
| +2% | +$110 | ﹤0.01% | 1393 |
|
|
2016
Q2 | $5K | Buy |
975
+22
| +2% | +$113 | ﹤0.01% | 1343 |
|
|
2016
Q1 | $4K | Buy |
953
+22
| +2% | +$92 | ﹤0.01% | 1396 |
|
|
2015
Q4 | $4K | Buy |
+931
| New | +$4K | ﹤0.01% | 1403 |
|