MWPCG
CMU
Measured Wealth Private Client Group’s MFS High Yield Municipal Trust CMU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-96,822
| Closed | -$394K | – | 140 |
|
|
2020
Q2 | $394K | Hold |
96,822
| – | – | 0.23% | 56 |
|
|
2020
Q1 | $409K | Hold |
96,822
| – | – | 0.32% | 48 |
|
|
2019
Q4 | $458K | Hold |
96,822
| – | – | 0.31% | 52 |
|
|
2019
Q3 | $454K | Buy |
+96,822
| New | +$454K | 0.29% | 55 |
|