Broadview Financial Management’s MFS Investment Grade Municipal Trust CXH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-33,478
| Closed | -$286K | – | 43 |
|
|
2022
Q1 | $286K | Buy |
33,478
+545
| +2% | +$4.66K | 0.21% | 41 |
|
|
2021
Q4 | $340K | Buy |
32,933
+335
| +1% | +$3.46K | 0.24% | 39 |
|
|
2021
Q3 | $326K | Buy |
32,598
+331
| +1% | +$3.31K | 0.25% | 38 |
|
|
2021
Q2 | $332K | Buy |
32,267
+356
| +1% | +$3.66K | 0.25% | 38 |
|
|
2021
Q1 | $313K | Buy |
31,911
+453
| +1% | +$4.44K | 0.24% | 38 |
|
|
2020
Q4 | $308K | Buy |
31,458
+376
| +1% | +$3.68K | 0.24% | 39 |
|
|
2020
Q3 | $292K | Buy |
31,082
+366
| +1% | +$3.44K | 0.25% | 39 |
|
|
2020
Q2 | $290K | Buy |
30,716
+344
| +1% | +$3.25K | 0.23% | 39 |
|
|
2020
Q1 | $279K | Buy |
30,372
+392
| +1% | +$3.6K | 0.25% | 37 |
|
|
2019
Q4 | $293K | Buy |
29,980
+315
| +1% | +$3.08K | 0.2% | 40 |
|
|
2019
Q3 | $295K | Buy |
29,665
+315
| +1% | +$3.13K | 0.22% | 37 |
|
|
2019
Q2 | $281K | Hold |
29,350
| – | – | 0.21% | 38 |
|
|
2019
Q1 | $276K | Hold |
29,350
| – | – | 0.22% | 38 |
|
|
2018
Q4 | $258K | Buy |
+29,350
| New | +$258K | 0.23% | 45 |
|