CAPTRUST Financial Advisors’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 | $373K | Hold |
104,117
| – | – | ﹤0.01% | 1915 |
|
|
2025
Q1 | $384K | Hold |
104,117
| – | – | ﹤0.01% | 1805 |
|
|
2024
Q4 | $383K | Hold |
104,117
| – | – | ﹤0.01% | 1757 |
|
|
2024
Q3 | $417K | Hold |
104,117
| – | – | ﹤0.01% | 1680 |
|
|
2024
Q2 | $386K | Hold |
104,117
| – | – | ﹤0.01% | 1650 |
|
|
2024
Q1 | $378K | Hold |
104,117
| – | – | ﹤0.01% | 1643 |
|
|
2023
Q4 | $370K | Sell |
104,117
-64
| -0.1% | -$227 | ﹤0.01% | 1970 |
|
|
2023
Q3 | $325K | Hold |
104,181
| – | – | ﹤0.01% | 1937 |
|
|
2023
Q2 | $363K | Buy |
104,181
+44,117
| +73% | +$154K | ﹤0.01% | 1835 |
|
|
2023
Q1 | $219K | Buy |
+60,064
| New | +$219K | ﹤0.01% | 1992 |
|