Melfa Wealth Management’s MFS High Income Municipal Trust CXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Buy |
150,472
+151
| +0.1% | +$541 | 0.34% | 73 |
|
|
2025
Q1 | $555K | Buy |
150,321
+133
| +0.1% | +$491 | 0.37% | 70 |
|
|
2024
Q4 | $553K | Buy |
150,188
+17,295
| +13% | +$63.6K | 0.37% | 70 |
|
|
2024
Q3 | $532K | Hold |
132,893
| – | – | 0.35% | 74 |
|
|
2024
Q2 | $493K | Hold |
132,893
| – | – | 0.34% | 74 |
|
|
2024
Q1 | $482K | Buy |
132,893
+277
| +0.2% | +$1.01K | 0.35% | 74 |
|
|
2023
Q4 | $471K | Buy |
132,616
+263
| +0.2% | +$934 | 0.44% | 58 |
|
|
2023
Q3 | $413K | Sell |
132,353
-3,444
| -3% | -$10.7K | 0.45% | 60 |
|
|
2023
Q2 | $473K | Buy |
135,797
+253
| +0.2% | +$880 | 0.48% | 57 |
|
|
2023
Q1 | $495K | Buy |
135,544
+265
| +0.2% | +$967 | 0.49% | 53 |
|
|
2022
Q4 | $472K | Buy |
+135,279
| New | +$472K | 0.49% | 55 |
|