CAPTRUST Financial Advisors
CXH

CAPTRUST Financial Advisors’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-60,894
Closed -$461K 2281
2023
Q4
$461K Buy
60,894
+5,223
+9% +$39.5K ﹤0.01% 1789
2023
Q3
$394K Buy
55,671
+34,393
+162% +$243K ﹤0.01% 1806
2023
Q2
$157K Buy
21,278
+6,147
+41% +$45.2K ﹤0.01% 2316
2023
Q1
$112K Buy
+15,131
New +$112K ﹤0.01% 2146
2016
Q2
Sell
-858
Closed -$9K 88
2016
Q1
$9K Buy
+858
New +$9K ﹤0.01% 183