Creative Planning’s MFS High Income Municipal Trust CXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
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|
2017
Q4 | $56K | Hold |
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|
2017
Q3 | $56K | Buy |
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|
2017
Q2 | $46K | Hold |
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|
2017
Q1 | $44K | Sell |
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|
2016
Q4 | $55K | Sell |
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|
2016
Q3 | $92K | Buy |
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|
2016
Q2 | $89K | Sell |
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|
2016
Q1 | $85K | Sell |
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|
2015
Q4 | $96K | Buy |
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|
2015
Q3 | $67K | Buy |
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|
2015
Q2 | $51K | Hold |
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|
2015
Q1 | $54K | Sell |
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|
2014
Q4 | $62K | Buy |
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|
2014
Q3 | $53K | Hold |
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|
2014
Q2 | $53K | Buy |
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|
2014
Q1 | $29K | Buy |
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|
2013
Q4 | $1K | Sell |
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|
2013
Q3 | $217K | Buy |
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