Advocacy Wealth Management Services’s MFS HIGH INCOME MUNI TR I CMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-232
| Closed | – | – | 178 |
|
|
2018
Q2 | $0 | Hold |
232
| – | – | ﹤0.01% | 213 |
|
|
2018
Q1 | $0 | Sell |
232
-522
| -69% | – | ﹤0.01% | 226 |
|
|
2017
Q4 | $0 | Hold |
754
| – | – | ﹤0.01% | 275 |
|
|
2017
Q3 | $0 | Buy |
+754
| New | – | ﹤0.01% | 296 |
|
|
2017
Q2 | – | Sell |
-2,702
| Closed | – | – | 317 |
|
|
2017
Q1 | $0 | Sell |
2,702
-10,140
| -79% | – | ﹤0.01% | 367 |
|
|
2016
Q4 | $18K | Buy |
+12,842
| New | +$18K | 0.01% | 154 |
|
|
2016
Q3 | – | Sell |
-12,842
| Closed | -$3K | – | 407 |
|
|
2016
Q2 | $3K | Hold |
12,842
| – | – | ﹤0.01% | 369 |
|
|
2016
Q1 | $3K | Hold |
12,842
| – | – | ﹤0.01% | 453 |
|
|
2015
Q4 | $55K | Buy |
+12,842
| New | +$55K | 0.06% | 162 |
|