IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-500
| Closed | -$1.61K | – | 3343 |
|
|
2023
Q2 | $1.61K | Buy |
+500
| New | +$1.61K | ﹤0.01% | 2947 |
|
|
2023
Q1 | – | Sell |
-504
| Closed | -$2K | – | 3553 |
|
|
2022
Q4 | $2K | Hold |
504
| – | – | ﹤0.01% | 4127 |
|
|
2022
Q3 | $2K | Buy |
+504
| New | +$2K | ﹤0.01% | 4329 |
|
|
2018
Q3 | – | Sell |
-24,168
| Closed | -$109K | – | 3801 |
|
|
2018
Q2 | $109K | Buy |
24,168
+16,026
| +197% | +$72.3K | ﹤0.01% | 1416 |
|
|
2018
Q1 | $38K | Hold |
8,142
| – | – | ﹤0.01% | 1980 |
|
|
2017
Q4 | $38K | Sell |
8,142
-666
| -8% | -$3.11K | ﹤0.01% | 1974 |
|
|
2017
Q3 | $42K | Buy |
8,808
+4,220
| +92% | +$20.1K | ﹤0.01% | 2076 |
|
|
2017
Q2 | $22K | Buy |
4,588
+666
| +17% | +$3.19K | ﹤0.01% | 2491 |
|
|
2017
Q1 | $18K | Hold |
3,922
| – | – | ﹤0.01% | 2531 |
|
|
2016
Q4 | $17K | Sell |
3,922
-6,293
| -62% | -$27.3K | ﹤0.01% | 2543 |
|
|
2016
Q3 | $52K | Hold |
10,215
| – | – | ﹤0.01% | 1770 |
|
|
2016
Q2 | $50K | Buy |
+10,215
| New | +$50K | ﹤0.01% | 1751 |
|
|
2016
Q1 | – | Sell |
-6,215
| Closed | -$28K | – | 2533 |
|
|
2015
Q4 | $28K | Buy |
+6,215
| New | +$28K | ﹤0.01% | 1947 |
|