Dynamic Advisor Solutions’s MFS Investment Grade Municipal Trust CXH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-15,814
| Closed | -$155K | – | 668 |
|
|
2020
Q4 | $155K | Buy |
15,814
+544
| +4% | +$5.33K | 0.01% | 624 |
|
|
2020
Q3 | $143K | Buy |
15,270
+500
| +3% | +$4.68K | 0.02% | 555 |
|
|
2020
Q2 | $139K | Hold |
14,770
| – | – | 0.02% | 505 |
|
|
2020
Q1 | $135K | Buy |
14,770
+1,895
| +15% | +$17.3K | 0.02% | 434 |
|
|
2019
Q4 | $126K | Sell |
12,875
-600
| -4% | -$5.87K | 0.02% | 531 |
|
|
2019
Q3 | $134K | Hold |
13,475
| – | – | 0.02% | 492 |
|
|
2019
Q2 | $129K | Hold |
13,475
| – | – | 0.02% | 482 |
|
|
2019
Q1 | $127K | Buy |
13,475
+1,000
| +8% | +$9.43K | 0.02% | 403 |
|
|
2018
Q4 | $116K | Sell |
12,475
-480
| -4% | -$4.46K | 0.02% | 378 |
|
|
2018
Q3 | $116K | Hold |
12,955
| – | – | 0.02% | 397 |
|
|
2018
Q2 | $120K | Buy |
12,955
+1,480
| +13% | +$13.7K | 0.03% | 394 |
|
|
2018
Q1 | $108K | Buy |
+11,475
| New | +$108K | 0.03% | 357 |
|