Venturi Wealth Management’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
Q1 | – | Sell |
-360
| Closed | -$2.88K | – | 860 |
|
|
2024
Q4 | $2.88K | Hold |
360
| – | – | ﹤0.01% | 1804 |
|
|
2024
Q3 | $2.96K | Hold |
360
| – | – | ﹤0.01% | 1597 |
|
|
2024
Q2 | $2.84K | Hold |
360
| – | – | ﹤0.01% | 1319 |
|
|
2024
Q1 | $2.74K | Hold |
360
| – | – | ﹤0.01% | 1205 |
|
|
2023
Q4 | $2.73K | Hold |
360
| – | – | ﹤0.01% | 1141 |
|
|
2023
Q3 | $2.55K | Hold |
360
| – | – | ﹤0.01% | 1119 |
|
|
2023
Q2 | $2.65K | Hold |
360
| – | – | ﹤0.01% | 867 |
|
|
2023
Q1 | $2.66K | Buy |
+360
| New | +$2.66K | ﹤0.01% | 951 |
|