Evoke Wealth, LLC Mfs Intermediate Income Trust Transaction History

Evoke Wealth, LLC

$3.68 Trillion
Q3 2024

A detailed history of Evoke Wealth, LLC transactions in Mfs Intermediate Income Trust stock. As of the latest transaction made, Evoke Wealth, LLC holds 325,000 shares of MIN stock, worth $884,000. This represents 0.02% of its overall portfolio holdings.

Number of Shares

325,000

Previous 183,000 77.6%

Holding current value

$884,000

Previous $487 Million 81.6%

% of portfolio

0.02%

Previous 0.57%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$2.65 - $2.79 $376,300 - $396,180	142,000 Added 77.6%	325,000 $884 Million
Q2 2024 Aug 13, 2024	SELL	$2.57 - $2.67 $498,579 - $517,980	-194,000 Reduced 51.46%	183,000 $487 Million
Q4 2023 Jun 10, 2024	SELL	$2.55 - $2.81 $884,849 - $975,070	-347,000 Reduced 92.04%	30,000 $80.4 Million
Q2 2023 Aug 09, 2023	SELL	$2.74 - $2.87 $98,914 - $103,607	-36,100 Reduced 8.74%	377,000 $1.03 Million
Q4 2022 Feb 10, 2023	SELL	$2.7 - $2.9 $72,000 - $77,334	-26,667 Reduced 6.06%	413,100 $1.14 Million
Q1 2022 May 10, 2022	SELL	$3.09 - $3.57 $930,797 - $1.08 Million	-301,229 Reduced 40.65%	439,767 $1.39 Million
Q4 2021 Feb 09, 2022	BUY	$3.55 - $3.68 $20,103 - $20,839	5,663 Added 0.77%	740,996 $2.66 Million
Q3 2021 Nov 12, 2021	BUY	$3.61 - $3.74 $108,300 - $112,200	30,000 Added 4.25%	735,333 $2.66 Million
Q2 2021 Aug 05, 2021	BUY	$3.64 - $3.74 $145,600 - $149,600	40,000 Added 6.01%	705,333 $2.64 Million
Q1 2021 May 13, 2021	BUY	$3.61 - $3.83 $242,953 - $257,759	67,300 Added 11.25%	665,333 $2.48 Million
Q4 2020 Feb 12, 2021	BUY	$3.72 - $3.83 $383,282 - $394,616	103,033 Added 20.81%	598,033 $2.28 Million
Q3 2020 Nov 13, 2020	BUY	$3.73 - $3.92 $1.56 Million - $1.63 Million	417,000 Added 534.62%	495,000 $1.85 Million
Q2 2020 Aug 10, 2020	BUY	$3.56 - $3.88 $277,680 - $302,640	78,000 New	78,000 $289,000

Others Institutions Holding MIN

# of Institutions

102

Shares Held

55.7M

Call Options Held

Put Options Held

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About MFS INTERMEDIATE INCOME TRUST

Ticker MIN
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
MFS Intermediate Income Trust is a closed ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in fixed income markets across the globe. It primarily invests in debt instruments. The fund seeks to benchmarks the performance of its portfolio against the Barclays Intermediate U.S. Govern...

More about MIN

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