Doliver Advisors’s MFS HIGH INCOME MUNI TR I CMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-19,872
| Closed | -$168K | – | 306 |
|
|
2015
Q2 | $168K | Sell |
19,872
-11,007
| -36% | -$93.1K | 0.11% | 236 |
|
|
2015
Q1 | $262K | Sell |
30,879
-11,262
| -27% | -$95.6K | 0.17% | 178 |
|
|
2014
Q4 | $351K | Buy |
+42,141
| New | +$351K | 0.24% | 132 |
|
|
2014
Q1 | – | Sell |
-88,531
| Closed | -$718K | – | 281 |
|
|
2013
Q4 | $718K | Buy |
88,531
+18,568
| +27% | +$151K | 0.46% | 73 |
|
|
2013
Q3 | $560K | Buy |
+69,963
| New | +$560K | 0.34% | 104 |
|