Blue Bell Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73K | Sell |
21,921
-9,655
| -31% | -$32.2K | 0.01% | 347 |
|
|
2025
Q1 | $110K | Sell |
31,576
-1,925
| -6% | -$6.72K | 0.02% | 282 |
|
|
2024
Q4 | $118K | Sell |
33,501
-300
| -0.9% | -$1.06K | 0.02% | 260 |
|
|
2024
Q3 | $124K | Sell |
33,801
-5,500
| -14% | -$20.2K | 0.02% | 257 |
|
|
2024
Q2 | $135K | Buy |
39,301
+22,754
| +138% | +$78K | 0.03% | 237 |
|
|
2024
Q1 | $55.1K | Hold |
16,547
| – | – | 0.01% | 340 |
|
|
2023
Q4 | $54.8K | Buy |
16,547
+10,615
| +179% | +$35.1K | 0.01% | 308 |
|
|
2023
Q3 | $18.6K | Buy |
+5,932
| New | +$18.6K | 0.01% | 369 |
|