Drive Wealth Management’s MFS High Income Municipal Trust CXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-20,000
| Closed | -$73.6K | – | 336 |
|
|
2024
Q4 | $73.6K | Sell |
20,000
-2,500
| -11% | -$9.2K | 0.02% | 334 |
|
|
2024
Q3 | $90.1K | Sell |
22,500
-950
| -4% | -$3.81K | 0.02% | 312 |
|
|
2024
Q2 | $87K | Hold |
23,450
| – | – | 0.02% | 310 |
|
|
2024
Q1 | $85.1K | Sell |
23,450
-18,612
| -44% | -$67.6K | 0.02% | 311 |
|
|
2023
Q4 | $149K | Buy |
42,062
+950
| +2% | +$3.37K | 0.05% | 282 |
|
|
2023
Q3 | $128K | Buy |
41,112
+2,500
| +6% | +$7.8K | 0.05% | 254 |
|
|
2023
Q2 | $134K | Buy |
38,612
+71
| +0.2% | +$247 | 0.05% | 261 |
|
|
2023
Q1 | $141K | Buy |
38,541
+13,208
| +52% | +$48.2K | 0.06% | 268 |
|
|
2022
Q4 | $88.4K | Buy |
25,333
+15,134
| +148% | +$52.8K | 0.04% | 239 |
|
|
2022
Q3 | $34K | Buy |
10,199
+128
| +1% | +$427 | 0.03% | 158 |
|
|
2022
Q2 | $38K | Buy |
+10,071
| New | +$38K | 0.03% | 167 |
|