Fairhaven 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-16,055
| Closed | -$53.1K | – | 125 |
|
2023
Q4 | $53.1K | Hold |
16,055
| – | – | 0.02% | 118 |
|
2023
Q3 | $50.3K | Hold |
16,055
| – | – | 0.02% | 116 |
|
2023
Q2 | $51.7K | Buy |
+16,055
| New | +$51.7K | 0.02% | 121 |
|
2022
Q4 | $50.3K | Hold |
16,055
| – | – | 0.02% | 116 |
|
2022
Q3 | $48K | Hold |
16,055
| – | – | 0.02% | 109 |
|
2022
Q2 | $54K | Hold |
16,055
| – | – | 0.03% | 113 |
|
2022
Q1 | $62K | Hold |
16,055
| – | – | 0.03% | 124 |
|
2021
Q4 | $73K | Hold |
16,055
| – | – | 0.03% | 119 |
|
2021
Q3 | $74K | Hold |
16,055
| – | – | 0.03% | 117 |
|
2021
Q2 | $76K | Hold |
16,055
| – | – | 0.03% | 119 |
|
2021
Q1 | $72K | Hold |
16,055
| – | – | 0.03% | 114 |
|
2020
Q4 | $71K | Buy |
+16,055
| New | +$71K | 0.03% | 116 |
|