Melfa Wealth Management’s MFS Investment Grade Municipal Trust CXH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $599K | Hold |
78,360
| – | – | 0.38% | 64 |
|
|
2025
Q1 | $621K | Hold |
78,360
| – | – | 0.42% | 58 |
|
|
2024
Q4 | $626K | Hold |
78,360
| – | – | 0.42% | 59 |
|
|
2024
Q3 | $644K | Hold |
78,360
| – | – | 0.43% | 60 |
|
|
2024
Q2 | $619K | Buy |
78,360
+11,630
| +17% | +$91.9K | 0.43% | 58 |
|
|
2024
Q1 | $508K | Sell |
66,730
-2,696
| -4% | -$20.5K | 0.37% | 70 |
|
|
2023
Q4 | $505K | Buy |
69,426
+1,526
| +2% | +$11.1K | 0.48% | 55 |
|
|
2023
Q3 | $480K | Buy |
67,900
+5,819
| +9% | +$41.1K | 0.52% | 53 |
|
|
2023
Q2 | $457K | Sell |
62,081
-5,792
| -9% | -$42.6K | 0.46% | 60 |
|
|
2023
Q1 | $502K | Sell |
67,873
-12,527
| -16% | -$92.6K | 0.5% | 52 |
|
|
2022
Q4 | $572K | Buy |
+80,400
| New | +$572K | 0.6% | 44 |
|