Melfa 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 |
-165,470
| Closed | -$614K | – | 199 |
|
|
2026
Q1 | $614K | Buy |
165,470
+179
| +0.1% | +$676 | 0.35% | 72 |
|
|
2025
Q4 | $612K | Buy |
165,291
+14,658
| +10% | +$54.5K | 0.35% | 73 |
|
|
2025
Q3 | $560K | Buy |
150,633
+161
| +0.1% | +$577 | 0.33% | 79 |
|
|
2025
Q2 | $539K | Buy |
150,472
+151
| +0.1% | +$534 | 0.34% | 73 |
|
|
2025
Q1 | $555K | Buy |
150,321
+133
| +0.1% | +$496 | 0.37% | 70 |
|
|
2024
Q4 | $553K | Buy |
150,188
+17,295
| +13% | +$66.2K | 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% | +$993 | 0.35% | 74 |
|
|
2023
Q4 | $471K | Buy |
132,616
+263
| +0.2% | +$863 | 0.44% | 58 |
|
|
2023
Q3 | $413K | Sell |
132,353
-3,444
| -3% | -$11.8K | 0.45% | 60 |
|
|
2023
Q2 | $473K | Buy |
135,797
+253
| +0.2% | +$887 | 0.48% | 57 |
|
|
2023
Q1 | $495K | Buy |
135,544
+265
| +0.2% | +$951 | 0.49% | 53 |
|
|
2022
Q4 | $472K | Buy |
+135,279
| New | +$463K | 0.49% | 55 |
|
Melfa Wealth Management's CXE Position: Q2 2026 in Review
Melfa Wealth Management sold out of MFS High Income Municipal Trust (CXE) in Q2 2026, closing a stake of 165,470 shares — an estimated $614K sold.
Melfa Wealth Management first reported a position in CXE in Q4 2022 and held it in 14 quarters. The position peaked at $614K in Q1 2026. 0 funds tracked by Wall St. Rank hold CXE as of Q2 2026.
- Melfa Wealth Management reported no remaining MFS High Income Municipal Trust position as of Q2 2026 after selling out during the quarter.
- Melfa Wealth Management sold 165,470 MFS High Income Municipal Trust shares in Q2 2026, an estimated $614K.
- Melfa Wealth Management first reported a position in MFS High Income Municipal Trust in Q4 2022 and held it in 14 quarters.
- Melfa Wealth Management's MFS High Income Municipal Trust position peaked at $614K in Q1 2026.
- 0 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q2 2026.
Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.