MFS Special Value Trust shares owned by Marion Wealth Management
Quarter-by-quarter ownership of MFS Special Value Trust (MFV) shares owned by Marion Wealth Management
from 13F filings
Historical chart of Marion Wealth Management investment in MFS Special Value Trust
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Quarterly reported holdings in MFS Special Value Trust by Marion Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $79k | 18k | 4.45 |
| 2023-12-31 | $70k | 17k | 4.09 |
| 2023-09-30 | $65k | 17k | 3.90 |
| 2023-06-30 | $67k | 17k | 4.08 |
| 2023-03-31 | $69k | 17k | 4.21 |
| 2022-12-31 | $69k | 17k | 4.18 |
| 2022-09-30 | $67k | 17k | 4.07 |
| 2022-06-30 | $78k | 16k | 4.77 |
| 2022-03-31 | $101k | 16k | 6.32 |
| 2021-12-31 | $107k | 16k | 6.84 |