Mascoma Wealth Management’s MFS High Income Municipal Trust CXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-2,517
| Closed | -$9.34K | – | 615 |
|
|
2026
Q1 | $9.34K | Hold |
2,517
| – | – | ﹤0.01% | 326 |
|
|
2025
Q4 | $9.31K | Hold |
2,517
| – | – | ﹤0.01% | 322 |
|
|
2025
Q3 | $9.36K | Hold |
2,517
| – | – | ﹤0.01% | 333 |
|
|
2025
Q2 | $9.01K | Hold |
2,517
| – | – | ﹤0.01% | 336 |
|
|
2025
Q1 | $9.29K | Hold |
2,517
| – | – | ﹤0.01% | 338 |
|
|
2024
Q4 | $9.26K | Hold |
2,517
| – | – | ﹤0.01% | 357 |
|
|
2024
Q3 | $10.1K | Hold |
2,517
| – | – | ﹤0.01% | 328 |
|
|
2024
Q2 | $9.34K | Hold |
2,517
| – | – | ﹤0.01% | 341 |
|
|
2024
Q1 | $9.14K | Hold |
2,517
| – | – | ﹤0.01% | 324 |
|
|
2023
Q4 | $8.94K | Hold |
2,517
| – | – | ﹤0.01% | 329 |
|
|
2023
Q3 | $7.85K | Hold |
2,517
| – | – | ﹤0.01% | 340 |
|
|
2023
Q2 | $8.84K | Hold |
2,517
| – | – | ﹤0.01% | 329 |
|
|
2023
Q1 | $8.88K | Hold |
2,517
| – | – | ﹤0.01% | 420 |
|
|
2022
Q4 | $8.78K | Hold |
2,517
| – | – | ﹤0.01% | 423 |
|
|
2022
Q3 | $8K | Hold |
2,517
| – | – | ﹤0.01% | 425 |
|
|
2022
Q2 | $9K | Buy |
+2,517
| New | +$9.95K | ﹤0.01% | 429 |
|
Mascoma Wealth Management's CXE Position: Q2 2026 in Review
Mascoma Wealth Management sold out of MFS High Income Municipal Trust (CXE) in Q2 2026, closing a stake of 2,517 shares — an estimated $9.34K sold.
Mascoma Wealth Management first reported a position in CXE in Q2 2022 and held it in 16 quarters. The position peaked at $10.1K in Q3 2024. 0 funds tracked by Wall St. Rank hold CXE as of Q2 2026.
- Mascoma Wealth Management reported no remaining MFS High Income Municipal Trust position as of Q2 2026 after selling out during the quarter.
- Mascoma Wealth Management sold 2,517 MFS High Income Municipal Trust shares in Q2 2026, an estimated $9.34K.
- Mascoma Wealth Management first reported a position in MFS High Income Municipal Trust in Q2 2022 and held it in 16 quarters.
- Mascoma Wealth Management's MFS High Income Municipal Trust position peaked at $10.1K in Q3 2024.
- 0 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.