Drive Wealth Management’s MFS High Yield Municipal Trust CMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-24,000
| Closed | -$84.5K | – | 331 |
|
|
2024
Q4 | $84.5K | Sell |
24,000
-10,000
| -29% | -$35.2K | 0.02% | 332 |
|
|
2024
Q3 | $125K | Hold |
34,000
| – | – | 0.03% | 305 |
|
|
2024
Q2 | $117K | Hold |
34,000
| – | – | 0.03% | 304 |
|
|
2024
Q1 | $113K | Hold |
34,000
| – | – | 0.03% | 305 |
|
|
2023
Q4 | $113K | Sell |
34,000
-5,200
| -13% | -$17.2K | 0.04% | 293 |
|
|
2023
Q3 | $123K | Hold |
39,200
| – | – | 0.04% | 257 |
|
|
2023
Q2 | $126K | Sell |
39,200
-15,575
| -28% | -$50.2K | 0.05% | 265 |
|
|
2023
Q1 | $176K | Sell |
54,775
-1,025
| -2% | -$3.29K | 0.07% | 261 |
|
|
2022
Q4 | $175K | Sell |
55,800
-4,140
| -7% | -$13K | 0.09% | 227 |
|
|
2022
Q3 | $180K | Sell |
59,940
-3,782
| -6% | -$11.4K | 0.17% | 141 |
|
|
2022
Q2 | $214K | Sell |
63,722
-4,273
| -6% | -$14.4K | 0.2% | 139 |
|
|
2022
Q1 | $263K | Buy |
67,995
+17,274
| +34% | +$66.8K | 0.22% | 123 |
|
|
2021
Q4 | $229K | Buy |
+50,721
| New | +$229K | 0.2% | 127 |
|