Geneos 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
2022
Q1
Sell
-3,400
Closed -$15K 2787
2021
Q4
$15K Hold
3,400
﹤0.01% 2012
2021
Q3
$15K Hold
3,400
﹤0.01% 2052
2021
Q2
$16K Hold
3,400
﹤0.01% 2010
2021
Q1
$15K Hold
3,400
﹤0.01% 2198
2020
Q4
$15K Hold
3,400
﹤0.01% 2046
2020
Q3
$14K Hold
3,400
﹤0.01% 1815
2020
Q2
$13K Hold
3,400
﹤0.01% 1793
2020
Q1
$13K Hold
3,400
﹤0.01% 1678
2019
Q4
$16K Hold
3,400
﹤0.01% 1776
2019
Q3
$15K Hold
3,400
﹤0.01% 1726
2019
Q2
$16K Hold
3,400
﹤0.01% 1735
2019
Q1
$15K Hold
3,400
﹤0.01% 1686
2018
Q4
$13K Buy
3,400
+2,500
+278% +$9.56K ﹤0.01% 1684
2018
Q3
$4K Hold
900
﹤0.01% 2098
2018
Q2
$4K Hold
900
﹤0.01% 1956
2018
Q1
$4K Hold
900
﹤0.01% 1886
2017
Q4
$4K Hold
900
﹤0.01% 1863
2017
Q3
$4K Hold
900
﹤0.01% 1805
2017
Q2
$4K Hold
900
﹤0.01% 1771
2017
Q1
$4K Hold
900
﹤0.01% 1723
2016
Q4
$3K Hold
900
﹤0.01% 1747
2016
Q3
$4K Hold
900
﹤0.01% 1617
2016
Q2
$4K Hold
900
﹤0.01% 1554
2016
Q1
$4K Buy
+900
New +$4K ﹤0.01% 1532