Fortitude Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121K | Hold |
15,802
| – | – | 0.07% | 208 |
|
|
2025
Q1 | $120K | Hold |
15,802
| – | – | 0.09% | 190 |
|
|
2024
Q4 | $126K | Hold |
15,802
| – | – | 0.08% | 191 |
|
|
2024
Q3 | $130K | Hold |
15,802
| – | – | 0.08% | 199 |
|
|
2024
Q2 | $125K | Hold |
15,802
| – | – | 0.07% | 190 |
|
|
2024
Q1 | $120K | Hold |
15,802
| – | – | 0.07% | 206 |
|
|
2023
Q4 | $120K | Sell |
15,802
-3,105
| -16% | -$23.5K | 0.07% | 211 |
|
|
2023
Q3 | $134K | Buy |
18,907
+679
| +4% | +$4.8K | 0.09% | 194 |
|
|
2023
Q2 | $134K | Hold |
18,228
| – | – | 0.1% | 198 |
|
|
2023
Q1 | $135K | Hold |
18,228
| – | – | 0.1% | 207 |
|
|
2022
Q4 | $130K | Hold |
18,228
| – | – | 0.11% | 198 |
|
|
2022
Q3 | $123K | Hold |
18,228
| – | – | 0.12% | 184 |
|
|
2022
Q2 | $138K | Hold |
18,228
| – | – | 0.13% | 184 |
|
|
2022
Q1 | $156K | Buy |
18,228
+553
| +3% | +$4.73K | 0.08% | 239 |
|
|
2021
Q4 | $182K | Buy |
+17,675
| New | +$182K | 0.09% | 210 |
|