Melfa Wealth Management’s MFS Investment Grade Municipal Trust CXH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-78,360
| Closed | -$626K | – | 198 |
|
|
2026
Q1 | $626K | Hold |
78,360
| – | – | 0.36% | 67 |
|
|
2025
Q4 | $623K | Hold |
78,360
| – | – | 0.36% | 70 |
|
|
2025
Q3 | $616K | Hold |
78,360
| – | – | 0.36% | 72 |
|
|
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% | +$87.7K | 0.43% | 58 |
|
|
2024
Q1 | $508K | Sell |
66,730
-2,696
| -4% | -$20.4K | 0.37% | 70 |
|
|
2023
Q4 | $505K | Buy |
69,426
+1,526
| +2% | +$10.8K | 0.48% | 55 |
|
|
2023
Q3 | $480K | Buy |
67,900
+5,819
| +9% | +$43.1K | 0.52% | 53 |
|
|
2023
Q2 | $457K | Sell |
62,081
-5,792
| -9% | -$42.3K | 0.46% | 60 |
|
|
2023
Q1 | $502K | Sell |
67,873
-12,527
| -16% | -$91.9K | 0.5% | 52 |
|
|
2022
Q4 | $572K | Buy |
+80,400
| New | +$559K | 0.6% | 44 |
|
Melfa Wealth Management's CXH Position: Q2 2026 in Review
Melfa Wealth Management sold out of MFS Investment Grade Municipal Trust (CXH) in Q2 2026, closing a stake of 78,360 shares — an estimated $626K sold.
Melfa Wealth Management first reported a position in CXH in Q4 2022 and held it in 14 quarters. The position peaked at $644K in Q3 2024. 0 funds tracked by Wall St. Rank hold CXH as of Q2 2026.
- Melfa Wealth Management reported no remaining MFS Investment Grade Municipal Trust position as of Q2 2026 after selling out during the quarter.
- Melfa Wealth Management sold 78,360 MFS Investment Grade Municipal Trust shares in Q2 2026, an estimated $626K.
- Melfa Wealth Management first reported a position in MFS Investment Grade Municipal Trust in Q4 2022 and held it in 14 quarters.
- Melfa Wealth Management's MFS Investment Grade Municipal Trust position peaked at $644K in Q3 2024.
- 0 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q2 2026.
Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.