Ackerman Capital Advisors’s MFS Investment Grade Municipal Trust CXH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-44,711
| Closed | -$318K | – | 106 |
|
|
2022
Q4 | $318K | Sell |
44,711
-53,160
| -54% | -$378K | 0.09% | 82 |
|
|
2022
Q3 | $659K | Buy |
97,871
+21,190
| +28% | +$143K | 0.19% | 55 |
|
|
2022
Q2 | $581K | Buy |
76,681
+21,761
| +40% | +$165K | 0.16% | 61 |
|
|
2022
Q1 | $469K | Buy |
54,920
+10,591
| +24% | +$90.4K | 0.11% | 73 |
|
|
2021
Q4 | $457K | Sell |
44,329
-4,281
| -9% | -$44.1K | 0.1% | 73 |
|
|
2021
Q3 | $486K | Buy |
48,610
+17,767
| +58% | +$178K | 0.11% | 65 |
|
|
2021
Q2 | $317K | Buy |
30,843
+2,386
| +8% | +$24.5K | 0.07% | 88 |
|
|
2021
Q1 | $279K | Sell |
28,457
-23,581
| -45% | -$231K | 0.07% | 101 |
|
|
2020
Q4 | $510K | Buy |
52,038
+39,932
| +330% | +$391K | 0.13% | 63 |
|
|
2020
Q3 | $114K | Buy |
+12,106
| New | +$114K | 0.03% | 124 |
|
|
2020
Q1 | – | Sell |
-39,690
| Closed | -$388K | – | 106 |
|
|
2019
Q4 | $388K | Buy |
39,690
+16,602
| +72% | +$162K | 0.11% | 118 |
|
|
2019
Q3 | $229K | Buy |
23,088
+5,169
| +29% | +$51.3K | 0.08% | 124 |
|
|
2019
Q2 | $171 | Buy |
17,919
+5,748
| +47% | +$55 | ﹤0.01% | 158 |
|
|
2019
Q1 | $114 | Buy |
+12,171
| New | +$114 | ﹤0.01% | 158 |
|