PVWM
CMK
Point View Wealth Management’s MFS HIGH INCOME MUNI TR I CMK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-149,929
| Closed | -$1.26M | – | 211 |
|
|
2015
Q2 | $1.26M | Buy |
149,929
+1,138
| +0.8% | +$9.59K | 0.98% | 26 |
|
|
2015
Q1 | $1.26M | Buy |
148,791
+6,192
| +4% | +$52.5K | 0.97% | 28 |
|
|
2014
Q4 | $1.19M | Sell |
142,599
-2,582
| -2% | -$21.5K | 0.88% | 34 |
|
|
2014
Q3 | $1.21M | Buy |
145,181
+22,102
| +18% | +$185K | 1.03% | 26 |
|
|
2014
Q2 | $1.05M | Buy |
123,079
+2,894
| +2% | +$24.7K | 0.91% | 28 |
|
|
2014
Q1 | $1M | Buy |
120,185
+17,327
| +17% | +$144K | 0.91% | 31 |
|
|
2013
Q4 | $834K | Buy |
+102,858
| New | +$834K | 0.79% | 40 |
|