Advisor Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $34K | Hold |
7,102
| – | – | ﹤0.01% | 3650 |
|
|
2019
Q3 | $34K | Buy |
7,102
+1,300
| +22% | +$6.22K | ﹤0.01% | 3645 |
|
|
2019
Q2 | $28K | Hold |
5,802
| – | – | ﹤0.01% | 3739 |
|
|
2019
Q1 | $28K | Buy |
5,802
+1,000
| +21% | +$4.83K | ﹤0.01% | 3771 |
|
|
2018
Q4 | $20K | Hold |
4,802
| – | – | ﹤0.01% | 3795 |
|
|
2018
Q3 | $22K | Sell |
4,802
-344
| -7% | -$1.58K | ﹤0.01% | 3817 |
|
|
2018
Q2 | $24K | Buy |
5,146
+1,500
| +41% | +$7K | ﹤0.01% | 3591 |
|
|
2018
Q1 | $17K | Hold |
3,646
| – | – | ﹤0.01% | 3770 |
|
|
2017
Q4 | $18K | Hold |
3,646
| – | – | ﹤0.01% | 3762 |
|
|
2017
Q3 | $18K | Buy |
3,646
+344
| +10% | +$1.7K | ﹤0.01% | 3609 |
|
|
2017
Q2 | $16K | Hold |
3,302
| – | – | ﹤0.01% | 3629 |
|
|
2017
Q1 | $16K | Sell |
3,302
-407
| -11% | -$1.97K | ﹤0.01% | 3484 |
|
|
2016
Q4 | $16K | Hold |
3,709
| – | – | ﹤0.01% | 3347 |
|
|
2016
Q3 | $19K | Buy |
3,709
+2,500
| +207% | +$12.8K | ﹤0.01% | 3174 |
|
|
2016
Q2 | $5K | Buy |
+1,209
| New | +$5K | ﹤0.01% | 3761 |
|