Doliver Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-20,642
| Closed | -$191K | – | 217 |
|
|
2018
Q2 | $191K | Buy |
20,642
+5,685
| +38% | +$52.6K | 0.08% | 230 |
|
|
2018
Q1 | $140K | Buy |
14,957
+4,835
| +48% | +$45.3K | 0.06% | 287 |
|
|
2017
Q4 | $98K | Buy |
+10,122
| New | +$98K | 0.04% | 289 |
|
|
2015
Q2 | – | Sell |
-34,752
| Closed | -$328K | – | 283 |
|
|
2015
Q1 | $328K | Sell |
34,752
-9,847
| -22% | -$92.9K | 0.21% | 147 |
|
|
2014
Q4 | $417K | Buy |
+44,599
| New | +$417K | 0.29% | 114 |
|
|
2014
Q1 | – | Sell |
-46,261
| Closed | -$399K | – | 226 |
|
|
2013
Q4 | $399K | Buy |
46,261
+16,691
| +56% | +$144K | 0.25% | 155 |
|
|
2013
Q3 | $257K | Sell |
29,570
-43,157
| -59% | -$375K | 0.16% | 244 |
|
|
2013
Q2 | $680K | Buy |
+72,727
| New | +$680K | 0.4% | 67 |
|