Steward Partners Investment Advisory’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	$1.56K	Hold	204	–	–	﹤0.01%	3785
2025 Q1	$1.62K	Hold	204	–	–	﹤0.01%	3684
2024 Q4	$1.63K	Hold	204	–	–	﹤0.01%	3677
2024 Q3	$1.68K	Hold	204	–	–	﹤0.01%	3461
2024 Q2	$1.61K	Sell	204 -6	-3%	-$47	﹤0.01%	3325
2024 Q1	$1.6K	Hold	210	–	–	﹤0.01%	3321
2023 Q4	$1.59K	Hold	210	–	–	﹤0.01%	3245
2023 Q3	$1.49K	Hold	210	–	–	﹤0.01%	3133
2023 Q2	$1.55K	Hold	210	–	–	﹤0.01%	3073
2023 Q1	$1.55K	Hold	210	–	–	﹤0.01%	3066
2022 Q4	$1.5K	Hold	210	–	–	﹤0.01%	3076
2022 Q3	$1K	Hold	210	–	–	﹤0.01%	3111
2022 Q2	$2K	Hold	210	–	–	﹤0.01%	2987
2022 Q1	$2K	Hold	210	–	–	﹤0.01%	3071
2021 Q4	$2K	Hold	210	–	–	﹤0.01%	3009
2021 Q3	$2K	Hold	210	–	–	﹤0.01%	2973
2021 Q2	$2K	Sell	210 -1,390	-87%	-$13.2K	﹤0.01%	6857
2021 Q1	$15.7K	Buy	1,600 +1,390	+662%	+$13.6K	﹤0.01%	2582
2020 Q4	$2K	Hold	210	–	–	﹤0.01%	2691
2020 Q3	$2K	Hold	210	–	–	﹤0.01%	2560
2020 Q2	$2K	Hold	210	–	–	﹤0.01%	2462
2020 Q1	$1K	Hold	210	–	–	﹤0.01%	2368
2019 Q4	$2K	Hold	210	–	–	﹤0.01%	2418
2019 Q3	$2K	Hold	210	–	–	﹤0.01%	2416
2019 Q2	$2K	Buy	+210	New	+$2K	﹤0.01%	2418
2018 Q4	–	Sell	-210	Closed	-$2K	–	1050
2018 Q3	$2K	Buy	+210	New	+$2K	﹤0.01%	2356
2018 Q1	–	Sell	-210	Closed	-$2K	–	2234
2017 Q4	$2K	Hold	210	–	–	﹤0.01%	1688
2017 Q3	$2K	Hold	210	–	–	﹤0.01%	1478
2017 Q2	$2K	Hold	210	–	–	﹤0.01%	1400
2017 Q1	$2K	Hold	210	–	–	﹤0.01%	1294
2016 Q4	$1K	Buy	+210	New	+$1K	﹤0.01%	798