Geneos Wealth Management’s MFS High Income Municipal Trust CXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,500
| Closed | -$11K | – | 2417 |
|
|
2018
Q4 | $11K | Hold |
2,500
| – | – | ﹤0.01% | 1743 |
|
|
2018
Q3 | $12K | Hold |
2,500
| – | – | ﹤0.01% | 1777 |
|
|
2018
Q2 | $12K | Hold |
2,500
| – | – | ﹤0.01% | 1631 |
|
|
2018
Q1 | $12K | Hold |
2,500
| – | – | ﹤0.01% | 1569 |
|
|
2017
Q4 | $13K | Hold |
2,500
| – | – | ﹤0.01% | 1535 |
|
|
2017
Q3 | $13K | Hold |
2,500
| – | – | ﹤0.01% | 1475 |
|
|
2017
Q2 | $13K | Hold |
2,500
| – | – | ﹤0.01% | 1424 |
|
|
2017
Q1 | $12K | Hold |
2,500
| – | – | ﹤0.01% | 1412 |
|
|
2016
Q4 | $12K | Hold |
2,500
| – | – | ﹤0.01% | 1374 |
|
|
2016
Q3 | $13K | Hold |
2,500
| – | – | ﹤0.01% | 1270 |
|
|
2016
Q2 | $13K | Hold |
2,500
| – | – | ﹤0.01% | 1247 |
|
|
2016
Q1 | $12K | Buy |
+2,500
| New | +$12K | ﹤0.01% | 1246 |
|