Drive Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-19,996
| Closed | -$142K | – | 299 |
|
|
2022
Q4 | $142K | Sell |
19,996
-3,335
| -14% | -$23.7K | 0.07% | 233 |
|
|
2022
Q3 | $157K | Buy |
23,331
+2,739
| +13% | +$18.4K | 0.15% | 144 |
|
|
2022
Q2 | $156K | Sell |
20,592
-841
| -4% | -$6.37K | 0.14% | 155 |
|
|
2022
Q1 | $183K | Buy |
21,433
+3,356
| +19% | +$28.7K | 0.15% | 153 |
|
|
2021
Q4 | $186K | Buy |
+18,077
| New | +$186K | 0.16% | 146 |
|