Beverly Hills Private Wealth’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-35,345
Closed -$282K 288
2026
Q1
$282K Buy
+35,345
New +$287K 0.05% 276

Beverly Hills Private Wealth's CXH Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of MFS Investment Grade Municipal Trust (CXH) in Q2 2026, closing a stake of 35,345 shares — an estimated $282K sold.

Beverly Hills Private Wealth first reported a position in CXH in Q1 2026 and held it in 1 quarter. The position peaked at $282K in Q1 2026. 0 funds tracked by Wall St. Rank hold CXH as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining MFS Investment Grade Municipal Trust position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 35,345 MFS Investment Grade Municipal Trust shares in Q2 2026, an estimated $282K.
  • Beverly Hills Private Wealth first reported a position in MFS Investment Grade Municipal Trust in Q1 2026 and held it in 1 quarter.
  • Beverly Hills Private Wealth's MFS Investment Grade Municipal Trust position peaked at $282K in Q1 2026.
  • 0 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.