MARION WEALTH MANAGEMENT – MFS Special Value Trust Transaction History
MARION WEALTH MANAGEMENT portfolio value:
$67,000
portfolio value
MARION WEALTH MANAGEMENT quarter portfolio value change:
-14.74%
quarter
MFS Special Value Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.81% | 133 shares | -11K | $4.05 | 16.47K |
| Q2 2022 | share | Increase | +2.29% | 366 shares | -23K | $4.75 | 16.34K |
| Q1 2022 | share | Increase | +2.16% | 338 shares | -6K | $6.34 | 15.97K |
| Q4 2021 | share | Increase | 0.00% | 15.64K shares | 107K | $6.86 | 15.64K |