Novak & Powell Financial Services’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 | $98.2K | Buy |
29,500
+408
| +1% | +$1.36K | 0.07% | 145 |
|
|
2025
Q1 | $102K | Buy |
29,092
+355
| +1% | +$1.24K | 0.06% | 151 |
|
|
2024
Q4 | $101K | Buy |
28,737
+349
| +1% | +$1.23K | 0.06% | 149 |
|
|
2024
Q3 | $104K | Buy |
28,388
+343
| +1% | +$1.26K | 0.06% | 156 |
|
|
2024
Q2 | $96.2K | Buy |
28,045
+341
| +1% | +$1.17K | 0.06% | 152 |
|
|
2024
Q1 | $92.3K | Buy |
27,704
+313
| +1% | +$1.04K | 0.07% | 145 |
|
|
2023
Q4 | $90.7K | Buy |
+27,391
| New | +$90.7K | 0.06% | 149 |
|