Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,000
| Closed | -$10K | – | 2237 |
|
|
2017
Q2 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 3570 |
|
|
2017
Q1 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 3542 |
|
|
2016
Q4 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 3544 |
|
|
2016
Q3 | $10K | Buy |
+1,000
| New | +$10K | ﹤0.01% | 3443 |
|
|
2015
Q2 | – | Sell |
-5,000
| Closed | -$47K | – | 1447 |
|
|
2015
Q1 | $47K | Sell |
5,000
-1,000
| -17% | -$9.4K | ﹤0.01% | 2053 |
|
|
2014
Q4 | $56K | Buy |
6,000
+2,945
| +96% | +$27.5K | ﹤0.01% | 1915 |
|
|
2014
Q3 | $28K | Hold |
3,055
| – | – | ﹤0.01% | 2272 |
|
|
2014
Q2 | $28K | Hold |
3,055
| – | – | ﹤0.01% | 2244 |
|
|
2014
Q1 | $27K | Hold |
3,055
| – | – | ﹤0.01% | 2173 |
|
|
2013
Q4 | $26K | Hold |
3,055
| – | – | ﹤0.01% | 2028 |
|
|
2013
Q3 | $27K | Sell |
3,055
-1,000
| -25% | -$8.84K | ﹤0.01% | 1918 |
|
|
2013
Q2 | $38K | Buy |
+4,055
| New | +$38K | ﹤0.01% | 1525 |
|