QWM
CXH
QP Wealth Management’s MFS Investment Grade Municipal Trust CXH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-14,725
| Closed | -$100K | – | 71 |
|
|
2022
Q3 | $100K | Sell |
14,725
-20,000
| -58% | -$136K | 0.14% | 62 |
|
|
2022
Q2 | $263K | Sell |
34,725
-6,000
| -15% | -$45.4K | 0.36% | 57 |
|
|
2022
Q1 | $348K | Buy |
40,725
+1,500
| +4% | +$12.8K | 0.39% | 47 |
|
|
2021
Q4 | $404K | Buy |
39,225
+2,500
| +7% | +$25.7K | 0.43% | 49 |
|
|
2021
Q3 | $367K | Buy |
36,725
+400
| +1% | +$4K | 0.39% | 49 |
|
|
2021
Q2 | $373K | Buy |
36,325
+6,675
| +23% | +$68.5K | 0.38% | 48 |
|
|
2021
Q1 | $291K | Buy |
29,650
+6,592
| +29% | +$64.7K | 0.32% | 51 |
|
|
2020
Q4 | $226K | Sell |
23,058
-2,797
| -11% | -$27.4K | 0.25% | 58 |
|
|
2020
Q3 | $243K | Buy |
25,855
+1,503
| +6% | +$14.1K | 0.31% | 52 |
|
|
2020
Q2 | $230K | Buy |
24,352
+2
| +0% | +$19 | 0.32% | 50 |
|
|
2020
Q1 | $217K | Buy |
24,350
+3,350
| +16% | +$29.9K | 0.31% | 54 |
|
|
2019
Q4 | $211K | Buy |
+21,000
| New | +$211K | 0.26% | 79 |
|