MWPCG
CXE
Measured Wealth Private Client Group’s MFS High Income Municipal Trust CXE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-41,950
| Closed | -$195K | – | 141 |
|
|
2020
Q2 | $195K | Hold |
41,950
| – | – | 0.11% | 117 |
|
|
2020
Q1 | $197K | Hold |
41,950
| – | – | 0.15% | 87 |
|
|
2019
Q4 | $226K | Hold |
41,950
| – | – | 0.15% | 89 |
|
|
2019
Q3 | $231K | Hold |
41,950
| – | – | 0.15% | 106 |
|
|
2019
Q2 | $219K | Buy |
+41,950
| New | +$219K | 0.13% | 168 |
|