Ackerman Capital Advisors’s MFS High Yield Municipal Trust CMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19,011
| Closed | -$69.7K | – | 101 |
|
|
2024
Q3 | $69.7K | Buy |
+19,011
| New | +$69.7K | 0.02% | 99 |
|
|
2023
Q2 | – | Sell |
-36,590
| Closed | -$117K | – | 103 |
|
|
2023
Q1 | $117K | Sell |
36,590
-156,577
| -81% | -$503K | 0.03% | 96 |
|
|
2022
Q4 | $605K | Buy |
193,167
+10,126
| +6% | +$31.7K | 0.16% | 61 |
|
|
2022
Q3 | $551K | Sell |
183,041
-36,456
| -17% | -$110K | 0.16% | 61 |
|
|
2022
Q2 | $738K | Sell |
219,497
-12,458
| -5% | -$41.9K | 0.2% | 53 |
|
|
2022
Q1 | $898K | Buy |
231,955
+7,406
| +3% | +$28.7K | 0.21% | 52 |
|
|
2021
Q4 | $1.02M | Buy |
224,549
+148,166
| +194% | +$670K | 0.23% | 50 |
|
|
2021
Q3 | $351K | Buy |
76,383
+30,128
| +65% | +$138K | 0.08% | 80 |
|
|
2021
Q2 | $220K | Sell |
46,255
-3,612
| -7% | -$17.2K | 0.05% | 113 |
|
|
2021
Q1 | $222K | Sell |
49,867
-122
| -0.2% | -$543 | 0.05% | 116 |
|
|
2020
Q4 | $220K | Buy |
+49,989
| New | +$220K | 0.06% | 106 |
|
|
2020
Q3 | – | Sell |
-16,359
| Closed | -$67K | – | 126 |
|
|
2020
Q2 | $67K | Buy |
+16,359
| New | +$67K | 0.02% | 123 |
|