Steward Partners Investment Advisory’s MFS High Income Municipal Trust CXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2K | Hold |
5,089
| – | – | ﹤0.01% | 2962 |
|
|
2025
Q1 | $18.8K | Hold |
5,089
| – | – | ﹤0.01% | 2835 |
|
|
2024
Q4 | $18.7K | Hold |
5,089
| – | – | ﹤0.01% | 2834 |
|
|
2024
Q3 | $20.4K | Sell |
5,089
-1,834
| -26% | -$7.35K | ﹤0.01% | 2657 |
|
|
2024
Q2 | $25.7K | Buy |
6,923
+3,200
| +86% | +$11.9K | ﹤0.01% | 2413 |
|
|
2024
Q1 | $13.5K | Hold |
3,723
| – | – | ﹤0.01% | 2690 |
|
|
2023
Q4 | $13.2K | Hold |
3,723
| – | – | ﹤0.01% | 2583 |
|
|
2023
Q3 | $11.6K | Buy |
3,723
+2,300
| +162% | +$7.18K | ﹤0.01% | 2537 |
|
|
2023
Q2 | $4.95K | Hold |
1,423
| – | – | ﹤0.01% | 2792 |
|
|
2023
Q1 | $5.19K | Hold |
1,423
| – | – | ﹤0.01% | 2782 |
|
|
2022
Q4 | $4.97K | Hold |
1,423
| – | – | ﹤0.01% | 2775 |
|
|
2022
Q3 | $5K | Hold |
1,423
| – | – | ﹤0.01% | 2748 |
|
|
2022
Q2 | $5K | Hold |
1,423
| – | – | ﹤0.01% | 2761 |
|
|
2022
Q1 | $6K | Hold |
1,423
| – | – | ﹤0.01% | 2818 |
|
|
2021
Q4 | $7K | Hold |
1,423
| – | – | ﹤0.01% | 2717 |
|
|
2021
Q3 | $7K | Hold |
1,423
| – | – | ﹤0.01% | 2707 |
|
|
2021
Q2 | $8K | Hold |
1,423
| – | – | ﹤0.01% | 6305 |
|
|
2021
Q1 | $7.26K | Hold |
1,423
| – | – | ﹤0.01% | 2898 |
|
|
2020
Q4 | $7K | Hold |
1,423
| – | – | ﹤0.01% | 2407 |
|
|
2020
Q3 | $7K | Hold |
1,423
| – | – | ﹤0.01% | 2245 |
|
|
2020
Q2 | $7K | Hold |
1,423
| – | – | ﹤0.01% | 2152 |
|
|
2020
Q1 | $6K | Hold |
1,423
| – | – | ﹤0.01% | 2015 |
|
|
2019
Q4 | $7K | Hold |
1,423
| – | – | ﹤0.01% | 2135 |
|
|
2019
Q3 | $7K | Hold |
1,423
| – | – | ﹤0.01% | 2125 |
|
|
2019
Q2 | $7K | Buy |
+1,423
| New | +$7K | ﹤0.01% | 2114 |
|
|
2018
Q4 | – | Sell |
-1,423
| Closed | -$7K | – | 1051 |
|
|
2018
Q3 | $7K | Buy |
+1,423
| New | +$7K | ﹤0.01% | 2005 |
|