PWA
CMU
Phoenix Wealth Advisors’s MFS High Yield Municipal Trust CMU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,900
| Closed | -$33K | – | 112 |
|
|
2022
Q3 | $33K | Hold |
10,900
| – | – | 0.03% | 106 |
|
|
2022
Q2 | $37K | Hold |
10,900
| – | – | 0.04% | 109 |
|
|
2022
Q1 | $41K | Hold |
10,900
| – | – | 0.04% | 91 |
|
|
2021
Q4 | $49K | Buy |
10,900
+2,200
| +25% | +$9.89K | 0.04% | 121 |
|
|
2021
Q3 | $40K | Buy |
+8,700
| New | +$40K | 0.03% | 205 |
|