SVWAG
CXE
Sound View Wealth Advisors Group’s MFS High Income Municipal Trust CXE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-15,000
| Closed | -$46.8K | – | 387 |
|
|
2023
Q3 | $46.8K | Hold |
15,000
| – | – | 0.01% | 362 |
|
|
2023
Q2 | $52.2K | Hold |
15,000
| – | – | 0.01% | 359 |
|
|
2023
Q1 | $54.8K | Buy |
+15,000
| New | +$54.8K | 0.01% | 361 |
|
|
2022
Q4 | – | Sell |
-15,000
| Closed | -$51K | – | 388 |
|
|
2022
Q3 | $51K | Hold |
15,000
| – | – | 0.01% | 266 |
|
|
2022
Q2 | $56K | Hold |
15,000
| – | – | 0.01% | 279 |
|
|
2022
Q1 | $66K | Hold |
15,000
| – | – | 0.01% | 285 |
|
|
2021
Q4 | $76K | Hold |
15,000
| – | – | 0.01% | 289 |
|
|
2021
Q3 | $79K | Hold |
15,000
| – | – | 0.02% | 283 |
|
|
2021
Q2 | $79K | Hold |
15,000
| – | – | 0.02% | 284 |
|
|
2021
Q1 | $77K | Hold |
15,000
| – | – | 0.02% | 266 |
|
|
2020
Q4 | $76K | Hold |
15,000
| – | – | 0.02% | 253 |
|
|
2020
Q3 | $71K | Hold |
15,000
| – | – | 0.02% | 245 |
|
|
2020
Q2 | $70K | Hold |
15,000
| – | – | 0.02% | 242 |
|
|
2020
Q1 | $70K | Hold |
15,000
| – | – | 0.02% | 212 |
|
|
2019
Q4 | $81K | Hold |
15,000
| – | – | 0.02% | 238 |
|
|
2019
Q3 | $83K | Hold |
15,000
| – | – | 0.02% | 238 |
|
|
2019
Q2 | $78K | Buy |
+15,000
| New | +$78K | 0.02% | 245 |
|