Stockman Wealth Management’s MFS High Yield Municipal Trust CMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-20,000
| Closed | -$64.4K | – | 192 |
|
|
2023
Q2 | $64.4K | Hold |
20,000
| – | – | 0.01% | 192 |
|
|
2023
Q1 | $64.2K | Hold |
20,000
| – | – | 0.01% | 197 |
|
|
2022
Q4 | $62.6K | Buy |
+20,000
| New | +$62.6K | 0.01% | 194 |
|
|
2022
Q2 | – | Sell |
-20,000
| Closed | -$77K | – | 182 |
|
|
2022
Q1 | $77K | Hold |
20,000
| – | – | 0.02% | 196 |
|
|
2021
Q4 | $90K | Hold |
20,000
| – | – | 0.02% | 205 |
|
|
2021
Q3 | $92K | Hold |
20,000
| – | – | 0.02% | 198 |
|
|
2021
Q2 | $95K | Hold |
20,000
| – | – | 0.02% | 197 |
|
|
2021
Q1 | $89K | Hold |
20,000
| – | – | 0.02% | 190 |
|
|
2020
Q4 | $88K | Buy |
20,000
+5,200
| +35% | +$22.9K | 0.03% | 192 |
|
|
2020
Q3 | $62K | Buy |
+14,800
| New | +$62K | 0.02% | 170 |
|