Rothschild Investment LLC’s MFS Investment Grade Municipal Trust CXH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Sell |
38,502
-2,294
| -6% | -$17.5K | 0.02% | 431 |
|
|
2025
Q1 | $323K | Sell |
40,796
-4,590
| -10% | -$36.4K | 0.02% | 407 |
|
|
2024
Q4 | $363K | Hold |
45,386
| – | – | 0.02% | 397 |
|
|
2024
Q3 | $373K | Sell |
45,386
-2,295
| -5% | -$18.9K | 0.02% | 398 |
|
|
2024
Q2 | $377K | Hold |
47,681
| – | – | 0.03% | 387 |
|
|
2024
Q1 | $363K | Hold |
47,681
| – | – | 0.03% | 373 |
|
|
2023
Q4 | $361K | Buy |
+47,681
| New | +$361K | 0.03% | 326 |
|