Blue Bell Private Wealth Management’s MFS High Income Municipal Trust CXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Buy |
101,952
+448
| +0.4% | +$1.6K | 0.06% | 168 |
|
|
2025
Q1 | $375K | Hold |
101,504
| – | – | 0.07% | 156 |
|
|
2024
Q4 | $374K | Sell |
101,504
-989
| -1% | -$3.64K | 0.07% | 154 |
|
|
2024
Q3 | $410K | Buy |
102,493
+10,117
| +11% | +$40.5K | 0.08% | 146 |
|
|
2024
Q2 | $343K | Buy |
92,376
+51,828
| +128% | +$192K | 0.07% | 147 |
|
|
2024
Q1 | $147K | Buy |
40,548
+8,836
| +28% | +$32.1K | 0.03% | 216 |
|
|
2023
Q4 | $113K | Buy |
+31,712
| New | +$113K | 0.03% | 226 |
|