Quarterly Transactions Made in Mfs Special Value Trust (MFV)
This table provides information about the institutional ownership of Mfs Special Value Trust (MFV). The information is specifically focused on institutions that hold shares of MFS SPECIAL VALUE TRUST.
Shares Purchased
Shares Sold
| Quarter | Buy | Sell | Net Activity | |||||
|---|---|---|---|---|---|---|---|---|
| New Holding | Increment | Total Shares Bought | Closed Position | Reduction | Total Shares Sold | |||
| Q1 2021 | 73,836 | 0 | 73,836 | 5,694 | 2,971 | 8,665 | 65,171 | |
| Q2 2021 | 2,597 | 12,791 | 15,388 | 1,700 | 0 | 1,700 | 13,688 | |
| Q3 2021 | 13,603 | 12,631 | 26,234 | 1,710 | 13,010 | 14,720 | 11,514 | |
| Q4 2021 | 3,140 | 67,424 | 70,564 | 3,442 | 0 | 3,442 | 67,122 | |
| Q1 2022 | 20,710 | 0 | 20,710 | 172 | 76,740 | 76,912 | -56,202 | |
| Q2 2022 | 20,635 | 28,957 | 49,592 | 11,287 | 0 | 11,287 | 38,305 | |
| Q3 2022 | 26,847 | 121,080 | 147,927 | 16,776 | 0 | 16,776 | 131,151 | |
| Q4 2022 | 156,087 | 89,195 | 245,282 | 18,881 | 0 | 18,881 | 226,401 | |
| Q1 2023 | 8,196 | 11,745 | 19,941 | 5,648 | 0 | 5,648 | 14,293 | |
| Q2 2023 | 93,384 | 55,596 | 148,980 | 13,393 | 0 | 13,393 | 135,587 | |
| Q3 2023 | 74,469 | 36,051 | 110,520 | 29,233 | 0 | 29,233 | 81,287 | |
| Q4 2023 | 35,683 | 56,845 | 92,528 | 124,244 | 0 | 124,244 | -31,716 | |
| Q1 2024 | 876 | 252,324 | 253,200 | 43,898 | 0 | 43,898 | 209,302 | |