Point View Wealth Management’s MFS California Municipal Fund CCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-10,148
| Closed | -$106K | – | 265 |
|
|
2018
Q1 | $106K | Buy |
+10,148
| New | +$106K | 0.05% | 245 |
|
|
2017
Q4 | – | Sell |
-10,148
| Closed | -$126K | – | 272 |
|
|
2017
Q3 | $126K | Hold |
10,148
| – | – | 0.06% | 251 |
|
|
2017
Q2 | $118K | Hold |
10,148
| – | – | 0.06% | 250 |
|
|
2017
Q1 | $117K | Hold |
10,148
| – | – | 0.06% | 249 |
|
|
2016
Q4 | $114K | Hold |
10,148
| – | – | 0.07% | 240 |
|
|
2016
Q3 | $141K | Hold |
10,148
| – | – | 0.08% | 223 |
|
|
2016
Q2 | $141K | Hold |
10,148
| – | – | 0.09% | 223 |
|
|
2016
Q1 | $124K | Buy |
+10,148
| New | +$124K | 0.08% | 221 |
|