A detailed history of Transform Wealth, LLC transactions in Mfs Intermediate Income Trust stock. As of the latest transaction made, Transform Wealth, LLC holds 201,094 shares of MIN stock, worth $530,888. This represents 0.03% of its overall portfolio holdings.

Number of Shares
201,094
Holding current value
$530,888
% of portfolio
0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025

BUY
$2.62 - $2.77 $526,866 - $557,030
201,094 New
201,094 $534,000
Q4 2023

Jan 18, 2024

BUY
$2.55 - $2.81 $7,904 - $8,711
3,100 Added 1.3%
240,694 $645,000
Q3 2023

Oct 10, 2023

SELL
$2.65 - $2.79 $586,725 - $617,722
-221,406 Reduced 48.24%
237,594 $636,000
Q1 2023

Apr 14, 2023

BUY
$2.75 - $2.94 $1.26 Million - $1.35 Million
459,000 New
459,000 $1.27 Million

Others Institutions Holding MIN

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
Track This Portfolio

Track Transform Wealth, LLC Portfolio

Follow Transform Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Transform Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Transform Wealth, LLC with notifications on news.