Waverly Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-2,000
| Closed | -$10K | – | 188 |
|
|
2015
Q3 | $10K | Hold |
2,000
| – | – | 0.01% | 342 |
|
|
2015
Q2 | $9K | Hold |
2,000
| – | – | 0.01% | 277 |
|
|
2015
Q1 | $10K | Hold |
2,000
| – | – | 0.01% | 258 |
|
|
2014
Q4 | $10K | Hold |
2,000
| – | – | 0.01% | 308 |
|
|
2014
Q3 | $10K | Hold |
2,000
| – | – | 0.01% | 476 |
|
|
2014
Q2 | $10K | Hold |
2,000
| – | – | ﹤0.01% | 435 |
|
|
2014
Q1 | $10K | Hold |
2,000
| – | – | ﹤0.01% | 422 |
|
|
2013
Q4 | $9K | Hold |
2,000
| – | – | ﹤0.01% | 568 |
|
|
2013
Q3 | $9K | Buy |
+2,000
| New | +$9K | ﹤0.01% | 447 |
|