Integrated Wealth Concepts’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.1K | Hold |
16,249
| – | – | ﹤0.01% | 1862 |
|
|
2025
Q1 | $56.7K | Buy |
16,249
+500
| +3% | +$1.75K | ﹤0.01% | 1700 |
|
|
2024
Q4 | $55.4K | Sell |
15,749
-18,446
| -54% | -$64.9K | ﹤0.01% | 1681 |
|
|
2024
Q3 | $125K | Buy |
34,195
+258
| +0.8% | +$946 | ﹤0.01% | 1589 |
|
|
2024
Q2 | $116K | Sell |
33,937
-9,808
| -22% | -$33.6K | ﹤0.01% | 1566 |
|
|
2024
Q1 | $146K | Sell |
43,745
-450
| -1% | -$1.5K | ﹤0.01% | 1557 |
|
|
2023
Q4 | $146K | Sell |
44,195
-7,927
| -15% | -$26.2K | ﹤0.01% | 1502 |
|
|
2023
Q3 | $163K | Sell |
52,122
-3,564
| -6% | -$11.2K | ﹤0.01% | 1443 |
|
|
2023
Q2 | $179K | Sell |
55,686
-450
| -0.8% | -$1.45K | ﹤0.01% | 1444 |
|
|
2023
Q1 | $180K | Sell |
56,136
-10,590
| -16% | -$34K | ﹤0.01% | 1234 |
|
|
2022
Q4 | $209K | Sell |
66,726
-46,153
| -41% | -$145K | 0.01% | 932 |
|
|
2022
Q3 | $340K | Buy |
112,879
+70,597
| +167% | +$213K | 0.01% | 698 |
|
|
2022
Q2 | $142K | Buy |
+42,282
| New | +$142K | ﹤0.01% | 920 |
|