Novak & Powell Financial Services’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 | $131K | Buy |
36,540
+523
| +1% | +$1.87K | 0.09% | 143 |
|
|
2025
Q1 | $133K | Buy |
36,017
+459
| +1% | +$1.69K | 0.08% | 149 |
|
|
2024
Q4 | $131K | Buy |
35,558
+451
| +1% | +$1.66K | 0.08% | 146 |
|
|
2024
Q3 | $141K | Buy |
35,107
+433
| +1% | +$1.73K | 0.08% | 153 |
|
|
2024
Q2 | $129K | Buy |
34,674
+432
| +1% | +$1.6K | 0.08% | 149 |
|
|
2024
Q1 | $124K | Buy |
34,242
+401
| +1% | +$1.46K | 0.09% | 141 |
|
|
2023
Q4 | $120K | Buy |
+33,841
| New | +$120K | 0.08% | 146 |
|