Concorde Asset Management, LLC Mfs Special Value Trust Transaction History

Concorde Asset Management, LLC

  • $173 Million
  • Q3 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2019

Oct 28, 2019
SELL
$5.65 - $6.05 $177,975 - $190,575
-31,500 Closed
0 $0
Q1 2019

May 01, 2019
SELL
$5.04 - $5.6 $100,800 - $112,000
-20,000 Reduced 38.83%
31,500 $174,000
Q4 2018

Jan 25, 2019
BUY
$4.65 - $5.67 $239,475 - $292,005
51,500 New
51,500 $255,000

About MFS SPECIAL VALUE TRUST

MFV Quotes by TradingView
  • Ticker MFV
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • MFS Special Value Trust is a closed-ended balanced mutual fund launched and managed by Massachusetts Financial Services Company The fund invests in the public equity and fixed income markets of the United States. It primarily invests in value stocks of companies operating across diversified sectors. The fund employs fundamental analysis and a bo...
More about MFV
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