Melfa Wealth Management’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 | $413K | Buy |
123,892
+108
| +0.1% | +$360 | 0.26% | 96 |
|
|
2025
Q1 | $432K | Buy |
123,784
+95
| +0.1% | +$332 | 0.29% | 89 |
|
|
2024
Q4 | $435K | Buy |
123,689
+93
| +0.1% | +$327 | 0.29% | 89 |
|
|
2024
Q3 | $453K | Buy |
123,596
+92
| +0.1% | +$337 | 0.3% | 92 |
|
|
2024
Q2 | $424K | Sell |
123,504
-1,052
| -0.8% | -$3.61K | 0.3% | 91 |
|
|
2024
Q1 | $415K | Buy |
124,556
+12,719
| +11% | +$42.4K | 0.3% | 87 |
|
|
2023
Q4 | $370K | Sell |
111,837
-9,932
| -8% | -$32.9K | 0.35% | 72 |
|
|
2023
Q3 | $381K | Sell |
121,769
-29,856
| -20% | -$93.4K | 0.41% | 66 |
|
|
2023
Q2 | $488K | Buy |
151,625
+2,824
| +2% | +$9.09K | 0.49% | 54 |
|
|
2023
Q1 | $478K | Buy |
148,801
+125,608
| +542% | +$403K | 0.48% | 58 |
|
|
2022
Q4 | $72.6K | Buy |
+23,193
| New | +$72.6K | 0.08% | 134 |
|