LPL Financial’s MFS HIGH INCOME MUNI TR I CMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-20,052
| Closed | -$170K | – | 2982 |
|
|
2015
Q2 | $170K | Buy |
20,052
+2,885
| +17% | +$24.5K | ﹤0.01% | 2670 |
|
|
2015
Q1 | $146K | Hold |
17,167
| – | – | ﹤0.01% | 2625 |
|
|
2014
Q4 | $143K | Sell |
17,167
-75
| -0.4% | -$625 | ﹤0.01% | 2579 |
|
|
2014
Q3 | $144K | Sell |
17,242
-1,610
| -9% | -$13.4K | ﹤0.01% | 2555 |
|
|
2014
Q2 | $161K | Buy |
18,852
+2,135
| +13% | +$18.2K | ﹤0.01% | 2538 |
|
|
2014
Q1 | $139K | Sell |
16,717
-5,103
| -23% | -$42.4K | ﹤0.01% | 2525 |
|
|
2013
Q4 | $177K | Buy |
21,820
+1,897
| +10% | +$15.4K | ﹤0.01% | 2472 |
|
|
2013
Q3 | $159K | Sell |
19,923
-1,139
| -5% | -$9.09K | ﹤0.01% | 2382 |
|
|
2013
Q2 | $171K | Buy |
+21,062
| New | +$171K | ﹤0.01% | 2252 |
|