Selective Wealth Management, Inc. Mfs Special Value Trust Transaction History

Selective Wealth Management, Inc.

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 Apr 04, 2019	SELL	$5.04 - $5.6 $4,914 - $5,460	-975 Closed	0 $0
Q3 2018 Oct 12, 2018	BUY	$5.41 - $5.78 $5,274 - $5,635	975 New	975 $6,000

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...

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